Shae C. Linehan

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2014 → 07/2018
  Fidelity Brokerage Services, Llc
  Jacksonville, FL
• 07/2018 → 07/2018
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 04/2014 → 07/2018
  Fidelity Investments
  Jacksonville, FL
• 07/2018 → 05/2019
  Assisted Care For Elderly Family Member
  Jacksonville, FL
• 05/2019 → 09/2019
  Camarda Wealth Advisory Group
  Jacksonville, FL
• 10/2019 → Present
  Fidelity Brokerage Services Llc
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-05-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
• 2019-06-26 → 2019-12-10
  Camarda Wealth Advisory Group
  Fleming Island, FL
• 2018-07-13 → 2018-08-07
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2015-04-13 → 2018-07-13
  Strategic Advisers Llc
  Jacksonville, FL

Exams

• S66 Uniform Combined State Law Examination
  2022-04-29

Other Names

• Shae Linehan
• Shae Christopher Linehan
• Shae C Linehan