Shaun Kerry Rowell

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

• 03/2014 → 10/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Orlando, FL
• 08/2014 → 10/2021
  Bank Of America, N.A.
  Orlando, FL
• 09/2021 → Present
  Fidelity Investments
  Cary, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-10-25 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Cary, NC
• 2014-07-03 → 2021-10-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Orlando, FL
  Orlando, FL
  Orlando, FL
  Orlando, FL
  Cary, NC
  Orlando, FL
  Raleigh, NC
  Cary, NC
  Raleigh, NC
  Durham, NC
  Durham, NC
  Cary, NC

Exams

• S66 Uniform Combined State Law Examination
  2014-07-01
• S63 Uniform Securities Agent State Law Examination
  2003-02-03

Other Names

• Shaun Kerry Rowell
• Shaun K Rowell