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Shaina R. Petrison

Strategic Advisers LLC

Boca Raton, FL

Boca Raton, FL

Boca Raton, FL

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

1400 Glades Road Suite 180, Boca Raton, FL 33431-6457 • United States

1400 Glades Road Suite 180, Boca Raton, FL 33431-6457 • United States

Boca Raton, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hogans Gainesville FL 05/2014 12/2017
Study Edge Gainesville FL 04/2016 12/2016
Unemployed Parker CO 01/2018 03/2018
Fidelity Brokerage Services Llc Greenwood Village CO 04/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-04
S63 Uniform Securities Agent State Law Examination 2018-05-31
  • 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

View on SEC IAPD

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BARBARA BLOOM VARGAS
ISABEL VOYER
JEFFREY MARK EAGLE
ELIZABETH V BRUNO
GREGORY DEHRMANN MISEYKO

Other Offices

SUN CAPITAL ADVISORS, L.P. · BOCA RATON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · BOCA RATON, FL
HIGHTOWER ADVISORS, LLC · Boca Raton, FL
ISAM FUNDS (USA) LLC · BOCA RATON, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL

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