Shannon M. Mcskimming
Professional summary
Shannon Michelle Mcskimming, CFP®, who also goes by Shannon M Cunnane, Shannon Michelle Cunnane, Shannon M Mcskimming, Shannon Michelle Mcskimming, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Columbia, Maryland and FIDELITY BROKERAGE SERVICES LLC located in Columbia, Maryland.
Shannon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Shannon has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Shannon Michelle Mcskimming's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2015
Education
Loyola University
Master of Business Administration (MBA) - Management
2011
Towson University
Bachelor of Business Administration - Business Administration and Legal Studies
2007
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #1: 10101 Twin Rivers Rd, Columbia, MD 21044-2675June 12, 2012 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 10101 Twin Rivers Rd., Columbia, MD 21044July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
December 10, 2013 - July 13, 2018
STRATEGIC ADVISERS LLC
November 8, 2010 - June 4, 2012
T. ROWE PRICE ADVISORY SERVICES, INC.
October 18, 2007 - June 4, 2012
T. ROWE PRICE INVESTMENT SERVICES, INC.
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/24/2021)
(8/9/2017)
(2/4/2020)
(2/12/2021)
(6/12/2012)
(6/12/2012)
(2/4/2020)
(3/17/2021)
(9/23/2019)
(8/13/2021)
(2/27/2023)
(6/12/2012)
(3/31/2025)
(3/27/2024)
(1/4/2022)
(5/6/2022)
(11/15/2021)
(2/4/2020)
(8/10/2017)
(5/31/2018)
(6/12/2012)
(11/7/2016)
(9/18/2020)
(2/4/2020)
(3/31/2025)
(6/12/2012)
(6/4/2021)
(6/12/2012)
(2/4/2020)
(10/8/2021)
Exams
FINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
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.
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Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Columbia, MD 21044-2675TRUST BUT VERIFY
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