Shannon Ferry

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
RI	RA	APPROVED	2025-10-29
TX	RA	APPROVED	2025-10-29

RI RA
APPROVED

Since 2025-10-29
TX RA
APPROVED

Since 2025-10-29

Branch Locations

Warwick, RI • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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
Herb Chambers Volvo Cars Norwood	Norwood	MA	05/2016	07/2017
Balise Toyota Of Warwick	Warwick	RI	07/2017	12/2023
Fidelity Investments	Smithfield	RI	01/2024	Present

05/2016 → 07/2017

Herb Chambers Volvo Cars Norwood

Norwood, MA
07/2017 → 12/2023

Balise Toyota Of Warwick

Warwick, RI
01/2024 → Present

Fidelity Investments

Smithfield, RI

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-10-27
S63	Uniform Securities Agent State Law Examination	2024-05-15

S66 Uniform Combined State Law Examination

2025-10-27
S63 Uniform Securities Agent State Law Examination

2024-05-15

Other Names

Shannon Alma Ferry
Shannon Ferry

View on SEC IAPD

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