John Shine

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

• 07/2019 → 04/2021
  First Citizens Investor Services
  Raleigh, NC
• 05/2012 → 08/2018
  Truacuity Inc.
  Durham, NC
• 04/2018 → 06/2018
  Greg Lopeman State Farm
  Carrboro, NC
• 08/2018 → 02/2019
  Unemployed
  Chapel Hill, NC
• 02/2019 → 04/2019
  The Home Depot
  Apex, NC
• 04/2019 → 04/2021
  First Citizens Bank
  Research Triangle Park, NC
• 04/2021 → Present
  Fidelity Investments
  Durham, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-09-22 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC
• 2011-04-19 → 2012-05-04
  Equitable Advisors, Llc
  Savannah, GA
  Jacksonville, FL
  Savannah, GA
• 2002-08-05 → 2011-04-06
  Wells Fargo Clearing Services, Llc
  Savannah, GA
  Savannah, GA
  Savannah, GA
  Atlanta, GA
  Savannah, GA
  Atlanta, GA
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2021-09-13
• S63 Uniform Securities Agent State Law Examination
  2019-09-12
• S65 Uniform Investment Adviser Law Examination
  2002-07-31

Other Names

• John Patrick Shine
• John Shine