Shaina R. Petrison

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

• 05/2014 → 12/2017
  Hogans
  Gainesville, FL
• 04/2016 → 12/2016
  Study Edge
  Gainesville, FL
• 01/2018 → 03/2018
  Unemployed
  Parker, CO
• 04/2018 → Present
  Fidelity Brokerage Services Llc
  Greenwood Village, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-06-11 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Palo Alto, CA

Exams

• S66 Uniform Combined State Law Examination
  2020-06-04
• S63 Uniform Securities Agent State Law Examination
  2018-05-31

Other Names

• Shaina Rose Anderson
• Shay Anderson
• Shaina Anderson
• Shaina Rose Petrison