Ryan A. Shorey
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
NORTH READING, MA
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CRD#: 5389249
Professional summary
Ryan Adams Shorey, CFP®, who also goes by Ryan Adams Shorey, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in North Reading, Massachusetts and FIDELITY BROKERAGE SERVICES LLC located in Cambridge, Massachusetts.
Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Ryan has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
I partner with local families to help them develop, implement, and monitor financial plans. With all of the complexities that go along with financial planning, I make it a point to come into the conversation with the heart of a teacher, as education is the foundation for which every plan is built.
Question & Answer
What are your service offerings?
Retirement Planning
Investment Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Ryan Adams Shorey
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-93945|OrgNmn:North Reading Youth Football|Org Addr:North Read,Massachuse,US|OBA Nature:Enrolling grades 2-8 in youth |Invst Rel:N|Title:Head of registration|Duties:organizing regristrations for north reading youth football |StrtDt:01-02-23|TotHrs/mon:1|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Adams Shorey'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®
CFP®
Start date: 2014
Education
Bryant University
Bachelor of Business Administration - Finance
2007
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 200 Technology Square, Cambridge, MA 02139RIA
CRD#: 104555
NORTH READING, MA
Current
May 12, 2010 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 200 Technology Square, Cambridge, MA 02139BD
CRD#: 7784
Cambridge, MA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BOSTON, MA
Past
March 8, 2011 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
CAMBRIDGE, MA
Past
August 27, 2007 - April 7, 2010
FIDELITY DISTRIBUTORS COMPANY LLC
BD
CRD#: 17507
SMITHFIELD, RI
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(1/5/2018)
RR
California(5/12/2010)
RR
Colorado(1/6/2017)
RR
Connecticut(5/12/2010)
RR
Delaware(7/8/2022)
RR
District of Columbia(4/23/2020)
RR
Florida(5/12/2010)
RR
Georgia(12/2/2019)
RR
Hawaii(11/9/2021)
RR
Illinois(1/11/2024)
RR
Iowa(3/25/2023)
RR
Maine(5/12/2010)
RR
Maryland(11/18/2014)
RR
Massachusetts(5/12/2010)
IAR
Massachusetts(3/31/2025)
RR
Michigan(4/9/2021)
RR
Missouri(1/6/2017)
RR
New Hampshire(5/12/2010)
RR
New Jersey(5/12/2010)
RR
New Mexico(4/23/2020)
RR
New York(5/12/2010)
RR
North Carolina(4/23/2020)
RR
Oklahoma(3/3/2016)
RR
Pennsylvania(10/4/2012)
RR
Rhode Island(5/12/2010)
RR
South Carolina(3/25/2023)
RR
Texas(10/4/2012)
IAR
Texas(3/31/2025)
RR
Utah(2/12/2021)
RR
Vermont(5/12/2010)
RR
Virginia(1/4/2019)
RR
Washington(1/5/2016)
RR
Wisconsin(6/23/2021)
RR
Wyoming(10/4/2012)
Exams
State Security Law Exam
State Security Law 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
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555North Reading, MATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
