LS
Lechelle L. Shanks
STRATEGIC ADVISERS LLC
LAKE SAINT LOUIS, MO
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CRD#: 4903136
LS
Professional summary
Lechelle Lenae Shanks, who also goes by Lechelle L Reeves, Lechelle Lenae Reeves, Shelly Lenae Reeves, Lechelle Lenae Shanks, Lechelle Shanks, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Lake Saint Louis, Missouri and FIDELITY BROKERAGE SERVICES LLC located in Chesterfield, Missouri.
Lechelle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Lechelle has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lechelle L Reeves | Lechelle Lenae Reeves | Shelly Lenae Reeves | Lechelle Lenae Shanks | Lechelle Shanks
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.
I teach money management courses on Outschool. I'm an independent contractor. I usually work about 4 hours a month currently. I talk in general terms about investing as well as budgeting, goal setting, and debt avoidance. The address would be my address at 3013 Preston Woods Trl Lake Saint Louis, MO 63367. I started teaching on Outschool in April I believe.
CRS (Client Relationship Summary) - RIA
Click below to view Lechelle Lenae Shanks's 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®
NoneExperience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 16090 Swingley Ridge Rd Ste 100, Chesterfield, MO 63017-2064RIA
CRD#: 104555
LAKE SAINT LOUIS, MO
Current
October 14, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 16090 Swingley Ridge Rd Suite 100 - 300, Chesterfield, MO 63017-2064BD
CRD#: 7784
Chesterfield, MO
Past
August 25, 2023 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
CHESTERFIELD, MO
Past
December 19, 2006 - January 5, 2010
COMMERCE BROKERAGE SERVICES, INC.
BD
CRD#: 17140
COLUMBIA, MO
Past
March 7, 2005 - May 4, 2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
MILWAUKEE, WI
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
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.RR
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
RR
Arizona(12/9/2022)
RR
Arkansas(1/6/2024)
RR
California(12/9/2022)
RR
Colorado(11/11/2022)
RR
Florida(11/11/2022)
RR
Illinois(12/9/2022)
RR
Indiana(12/3/2024)
RR
Kansas(1/6/2024)
RR
Kentucky(12/3/2024)
RR
Minnesota(12/3/2024)
RR
Missouri(12/9/2022)
IAR
Missouri(3/31/2025)
RR
New Mexico(1/6/2024)
RR
Ohio(12/3/2024)
RR
Oregon(12/3/2024)
RR
Tennessee(12/3/2024)
RR
Texas(12/9/2022)
IAR
Texas(3/31/2025)
RR
Virginia(12/3/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/14/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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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
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 |
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.
