Shaylah Anwar

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

• 01/2018 → 11/2022
  Ameriprise Financial Services Inc
  Minneapolis, MN
• 06/2017 → 09/2017
  Kohl's
  Lino Lakes, MN
• 09/2016 → 11/2016
  Lino Lakes Assisted Living
  Lino Lakes, MN
• 01/2015 → 09/2016
  Cystic Fibrosis Foundation
  Minneapolis, MN
• 09/2014 → 12/2017
  University Of Minnesota
  Minneapolis, MN
• 02/2023 → Present
  Fidelity Investments
  Champlin, MN
• 12/2022 → 02/2023
  Unemployed
  Minneaplis, MN
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-04-03 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Champlin, MN
• 2020-02-25 → 2022-11-29
  Ameriprise Financial Services, Llc
  Minneapolis, MN
  Minneapolis, MN

Exams

• S66 Uniform Combined State Law Examination
  2020-02-13
• S63 Uniform Securities Agent State Law Examination
  2019-12-07

Other Names

• Shaylah Louise Anwar