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Sheilakai E. Strickland

STRATEGIC ADVISERS LLC | Vice President–Wealth Management
KATY, TX
Some features on this profile are disabled
CRD#: 4987858
SS

Professional summary

Sheilakai E. Strickland, who also goes by Sheilakai Mcadoo, Sheilakai Edwards Mcadoo, Sheilakai E Simmons, Sheilakai E. Simmons, Sheilakai E Wright, Sheilakai Edwards Wright, Sheilakai Simmons, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Katy, Texas and FIDELITY BROKERAGE SERVICES LLC located in Katy, Texas.

Sheilakai is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Sheilakai has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Sheilakai Mcadoo | Sheilakai Edwards Mcadoo | Sheilakai E Simmons | Sheilakai E. Simmons | Sheilakai E Wright | Sheilakai Edwards Wright | Sheilakai Simmons

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.
OBA-105034|OrgNmn:Fashionista De'cor LLC|Org Addr:Hamilton,Ohio,US|OBA Nature:Home Decor|Invst Rel:N|Title:Sole Proprietor|Duties:I consult virtually on the best way to design a persons desired space and we agree on the set up.|StrtDt:12-14-20|TotHrs/mon:10|TrdHrs/mon:0|OBA-105036|OrgNmn:Represent Cincy|Org Addr:Cincinnati,Ohio,US|OBA Nature:Non Profit-Board Member|Invst Rel:N|Title:Board Member |Duties:We meet quarterly or as needed to review the goals of the organization which is to help minority businesses sustain and grow as well as attrac|StrtDt:04-01-19|TotHrs/mon:2|TrdHrs/mon:1|

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sheilakai E. Strickland'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

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 23501 Cinco Ranch Blvd Bld C, Suite C-150, Katy, TX 77494-3095
RIA
CRD#: 104555
KATY, TX
Current

December 21, 2023 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 23501 Cinco Ranch Blvd Bld C, Suite C-150, Katy, TX 77494-3095
BD
CRD#: 7784
KATY, TX
Past

January 23, 2024 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
KATY, TX
Past

May 10, 2021 - November 24, 2023

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
CINCINNATI, OH
Past

May 10, 2021 - November 24, 2023

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
CINCINNATI, OH
Past

November 5, 2019 - December 23, 2020

FIFTH THIRD SECURITIES, INC.

RIA
CRD#: 628
CINCINNATI, OH
Past

August 22, 2019 - December 23, 2020

FIFTH THIRD SECURITIES, INC.

BD
CRD#: 628
CINCINNATI, OH
Past

May 16, 2018 - July 30, 2019

THE HUNTINGTON INVESTMENT COMPANY

BD
CRD#: 16986
CINCINNATI, OH
Past

December 1, 2015 - April 10, 2018

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
CINCINNATI, OH
Past

October 1, 2012 - December 4, 2012

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
CINCINNATI, OH
Past

November 3, 2005 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
CINCINNATI, OH

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
Oklahoma
(12/21/2023)
RR
Texas
(12/21/2023)
IAR
Texas
(3/31/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/5/2019
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 12/21/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/1/2015
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/2/2005
Investment Company Products/Variable Contracts Representative Examination
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
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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

STRATEGIC ADVISERS LLC

Vice President–Wealth ManagementCRD#: 104555Katy, TX

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Contact information

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xxxxx@xxxx.xxx

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