Shelley L. Scalise

STRATEGIC ADVISERS LLC | Financial Consultant

CRANBERRY TWP, PA

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CRD#: 1927457

Professional summary

Shelley L. Scalise, who also goes by Shelley Graham, Shelley Lynn Scalise, Shelley L Stewart, Shelley Lynn Stewart, Shelley L Scalise, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Cranberry Twp, Pennsylvania and FIDELITY BROKERAGE SERVICES LLC located in Cranberry Township, Pennsylvania.

Shelley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Shelley has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Biography

I strive to make the financial planning process as enjoyable as possible for my clients.  To do that, I listen closely to understand what you value so we can collaborate to create a plan that is easy to understand and aligned to your unique circumstance.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Shelley Graham | Shelley Lynn Scalise | Shelley L Stewart | Shelley Lynn Stewart | Shelley L Scalise

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shelley L. Scalise's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Education

Houghton College

Bachelor of Business Administration - Business

2021

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 2060 Mackenzie Way, Cranberry Township, PA 16066

RIA

CRD#: 104555

CRANBERRY TWP, PA

Current

May 31, 2022 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 2060 Mackenzie Way, Cranberry Township, PA 16066

CRD#: 7784

Cranberry Township, PA

Past

June 2, 2022 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

CRANBERRY TOWNSHIP, PA

Past

July 6, 2015 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

PITTSBURGH, PA

Past

July 6, 2015 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

PITTSBURGH, PA

Past

December 8, 2010 - June 18, 2015

LPL FINANCIAL LLC

RIA

CRD#: 6413

PITTSBURGH, PA

Past

November 18, 2010 - June 18, 2015

LPL FINANCIAL LLC

CRD#: 6413

PITTSBURGH, PA

Past

November 13, 2009 - November 5, 2010

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

JEANNETTE, PA

Past

September 15, 2003 - November 13, 2009

NATCITY INVESTMENTS, INC.

CRD#: 17490

GREENSBURG, PA

Past

June 13, 2003 - September 22, 2003

J.J.B. HILLIARD, W.L. LYONS, LLC

RIA

CRD#: 453

WARREN, PA

Past

April 21, 1999 - September 22, 2003

J.J.B. HILLIARD, W.L. LYONS, LLC

CRD#: 453

LOUISVILLE, KY

Past

September 3, 1998 - April 21, 1999

PNC BROKERAGE CORP

CRD#: 34671

PITTSBURGH, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alaska
(4/12/2024)

Arizona
(12/12/2022)

Florida
(5/31/2022)

Georgia
(3/1/2024)

Illinois
(5/20/2023)

Maryland
(6/26/2024)

Montana
(6/1/2022)

Nevada
(4/12/2024)

New York
(5/31/2022)

North Carolina
(9/29/2023)

Ohio
(6/1/2022)

Oregon
(1/6/2024)

Pennsylvania
(5/31/2022)

IAR

Pennsylvania
(3/31/2025)

South Carolina
(1/10/2023)

IAR

Texas
(3/31/2025)

Virginia
(10/23/2024)

West Virginia
(5/31/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/16/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/14/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/2/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/17/2004

General Securities Principal Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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Contact information

Main Address

155 Seaport Blvd, Boston, MA 02210-2698

Mailing Address

Phone number

(617) 563-7000

Established

Firm type

Fiscal year end

# of Employees

16,291

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,486,631
AUM (Assets Under Management)	$ 1,067,664,605,590

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/24/2025	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Shelley L. Scalise

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shelley L. Scalise's CRS (Customer Relationship Summary).

Certified licenses

Education

Houghton College

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

PNC WEALTH MANAGEMENT LLC

NATCITY INVESTMENTS, INC.

J.J.B. HILLIARD, W.L. LYONS, LLC

J.J.B. HILLIARD, W.L. LYONS, LLC

PNC BROKERAGE CORP

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/16/1999

Series 63

Date: 10/14/1998

SIE

Date: 10/1/2018

Series 7

Date: 9/2/1998

Series 24

Date: 11/17/2004

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

Contact information

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