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Ryan Shane

Strategic Advisers LLC

Reston, VA

Reston, VA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

11957 Democracy Drive, Reston, VA 20190-5662 • United States

Reston, VA • 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
Florida Financial Advisors Dba Tristate Financial Advisors Vienna VA 10/2023 11/2023
Atp Miami FL 05/2016 10/2022
Pass Academy Mclean VA 08/2021 10/2023
Fidelity Investments Reston VA 01/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2023 → 11/2023
    Florida Financial Advisors Dba Tristate Financial Advisors
    Vienna, VA
  • 05/2016 → 10/2022
    Atp
    Miami, FL
  • 08/2021 → 10/2023
    Pass Academy
    Mclean, VA
  • 01/2024 → Present
    Fidelity Investments
    Reston, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-109679|OrgNmn:Independent Tennis Coach|Org Addr:Falls Cbur,Virginia,US|OBA Nature:Coaching tennis and playing te|Invst Rel:N|Title:Tennis coach|Duties:Coaching tennis|StrtDt:05-15-19|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-03-08
S65 Uniform Investment Adviser Law Examination 2023-10-09
  • S63 Uniform Securities Agent State Law Examination
    2024-03-08
  • S65 Uniform Investment Adviser Law Examination
    2023-10-09
Other Names
  • Ryan John Shane
  • Ryan Shane

View on SEC IAPD

Other Firms

MASON INVESTMENT ADVISORY SERVICES INC
STAPLE INVESTMENTS LLC
CETERA INVESTMENT ADVISERS LLC
CERITY PARTNERS LLC
AUTUMN WIND ASSET MANAGEMENT INC
HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
F L PUTNAM INVESTMENT MANAGEMENT CO.
WEALTHSPIRE ADVISORS

Other Investors

BRIAN MICHAEL KELLEY
SARAH E BAKER
Shayna Amalie Lebowitz
ALLISON LORI Berlenbach Gormier
WILLIAM JESSE DWENGER
MATTHEW JON KRAUSE
BLAINE WILLIAM HOMAN
DEREK LESNAK

Other Offices

MASON INVESTMENT ADVISORY SERVICES INC · RESTON, VA
STAPLE INVESTMENTS LLC · RESTON, VA
CETERA INVESTMENT ADVISERS LLC · RESTON, VA
CERITY PARTNERS LLC · RESTON, VA
AUTUMN WIND ASSET MANAGEMENT INC · RESTON, VA
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. · RESTON, VA
F L PUTNAM INVESTMENT MANAGEMENT CO. · RESTON, VA
WEALTHSPIRE ADVISORS · Reston, VA

More in Reston, VA

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