Shamus P. Mccullough
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
BALLSTON LAKE, NY
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CRD#: 5486394
Professional summary
Shamus P Mccullough, CFP®, who also goes by Shamus Datrick Mccullough, Shamus Patrick Mccullough, Shamus Mccullough, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Ballston Lake, New York and FIDELITY BROKERAGE SERVICES LLC located in Albany, New York.
Shamus is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Shamus has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
I help my clients create personalized financial plans and make changes in their investment and income strategies to work towards their personal goals.
Question & Answer
What are your service offerings?
Insurance Planning
Retirement Income Management
Comprehensive Financial Planni...
Estate Planning
Retirement Planning
Investment Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Shamus Datrick Mccullough | Shamus Patrick Mccullough | Shamus Mccullough
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.
CRS (Client Relationship Summary) - RIA
Click below to view Shamus P Mccullough'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: 2011
Education
Ithaca College
Bachelor of Science (BS) - Business Administration
2006
Ithaca College
Bachelor of Arts (BA) - Anthropology
2006
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 59 Wolf Rd, Albany, NY 12205-2606RIA
CRD#: 104555
BALLSTON LAKE, NY
Current
April 4, 2008 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 59 Wolf Rd, Albany, NY 12205-2606BD
CRD#: 7784
Albany, NY
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
ALBANY, NY
Past
January 1, 2010 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
ALBANY, NY
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
Alaska(3/4/2022)
RR
Arizona(9/27/2013)
RR
California(3/4/2022)
RR
Colorado(9/26/2014)
RR
Connecticut(4/22/2008)
RR
District of Columbia(3/4/2022)
RR
Florida(4/22/2008)
RR
Illinois(3/4/2022)
RR
Indiana(3/16/2020)
RR
Kentucky(6/4/2021)
RR
Maine(3/16/2020)
RR
Massachusetts(4/22/2008)
IAR
Massachusetts(3/31/2025)
RR
Michigan(7/15/2025)
RR
Minnesota(4/23/2020)
RR
New Hampshire(3/4/2022)
IAR
New Hampshire(3/31/2025)
RR
New Jersey(4/24/2020)
RR
New York(4/22/2008)
IAR
New York(3/31/2025)
RR
North Carolina(3/16/2020)
RR
Oklahoma(10/8/2021)
RR
Oregon(6/10/2024)
RR
Pennsylvania(1/5/2018)
RR
South Carolina(4/24/2013)
RR
Texas(4/22/2008)
IAR
Texas(3/31/2025)
RR
Vermont(1/2/2009)
RR
Virginia(4/23/2020)
RR
Washington(1/5/2018)
RR
Wisconsin(1/3/2020)
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
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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#: 104555Ballston Lake, NYTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
