Monica Shavers

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

• 05/2026 → Present
  Strategic Advisers Llc
  Atlanta, GA
• 07/2008 → 06/2018
  Dougherty County Schools
  Albany, GA
• 05/2025 → 03/2026
  Principal Financial Group
  Atlanta, GA
• 04/2024 → 04/2025
  New York Life/Nylife Securities Llc
  Alpharetta, GA
• 07/2019 → 06/2020
  Osceola School District
  Kissimmee, FL
• 07/2018 → 06/2019
  Orange County Schools
  Orlando, FL
• 10/2020 → 11/2024
  Imagine Learning
  Sandy Springs, GA
• 07/2020 → 10/2020
  Fulton County Schools
  Atlanta, GA
• 03/2026 → Present
  Fidelity Investments
  Atlanta, GA
• 05/2026 → Present
  Fidelity Brokerage Services Llc
  Atlanta, GA

Previous Registrations

• 2025-07-24 → 2026-02-18
  Principal Securities, Inc.
  Atlanta, GA
  Atlanta, GA

Other Businesses

OBA-131002|OrgNmn:Threefold Dynasty, LLC|Org Addr:Sandy Spri,Georgia,US|OBA Nature:E-commerce retail business sel|Invst Rel:N|Title:Owner|Duties:Product selection, sales and order fulfillment.|StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|OBA-128073|OrgNmn:Triple J Prime Estates|Org Addr:Sandy Spri,Georgia,US|OBA Nature:Rental Property Management|Invst Rel:Y|Title:Property Owner|Duties:Collect rent; organize property maintenance and work orders|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-22
• S63 Uniform Securities Agent State Law Examination
  2025-04-02

Other Names

• Monica Shawntay Anderson
• Monica Shawntay Shavers
• Monica Shavers