Steven Shumpert

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2026-05-15
TX	RA	APPROVED	2026-05-13

GA RA
APPROVED

Since 2026-05-15
TX RA
APPROVED

Since 2026-05-13

Branch Locations

Atlanta, GA • 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

Organization	City	State	From	To
Unemployed	Atlanta	GA	12/2025	03/2026
Edward Jones	St Louis	MO	07/2023	12/2025
Shumpert Financial Solutions, Llc	Atlanta	GA	06/2017	07/2023
At&T	Atlanta	GA	06/2012	08/2019
Fidelity Investments	Atlanta	GA	03/2026	Present

12/2025 → 03/2026

Unemployed

Atlanta, GA
07/2023 → 12/2025

Edward Jones

St Louis, MO
06/2017 → 07/2023

Shumpert Financial Solutions, Llc

Atlanta, GA
06/2012 → 08/2019

At&T

Atlanta, GA
03/2026 → Present

Fidelity Investments

Atlanta, GA

Previous Registrations

2023-10-05 → 2025-12-10

Edward Jones

Atlanta, GA

St. Louis, MO

Atlanta, GA

Atlanta, GA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-10-02

S66 Uniform Combined State Law Examination

2023-10-02

View on SEC IAPD

More in Atlanta, GA

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