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TS

Taylor L. Shockey

Some features on this profile are disabled
CRD#: 5685254
TS

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Taylor Lovell Shockey was a registered financial professional .

Taylor is a previously registered financial professional and started their career in finance in 2013. Taylor had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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.
Name: Progress with Chess Investment Related: No Address: 12200 Fairhill Rd e293, Cleveland, OH 44120 Nature: Teaching chess to children. Position: Teacher and Secretary of The Board Start Date: January 2015 Hours Devoted Per Month: 0 - 30 hours Hours Devoted Per Month During Trading Hours: 0 - 30 hours Duties: Teaching chess to children at schools in the Cleveland area and recording the Minutes of the BOD. Name: Gilmour Academy Investment Related: No Address: 34001 Cedar Rd, Gates Mills, OH 44040 Nature: An independent, coeducational, college-preparatory day and boarding school. Position: Dormitory Proctor Start Date: September 2016 Hours Devoted Per Month: 0 - 40 Hours Devoted Per Month During Trading Hours: 0 - 6 hours Duties: Overseeing the safety of dormitory students.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

January 17, 2023 - December 31, 2024

STRATEGIC INTERNATIONAL

RIA
CRD#: 287914
Chagrin Falls, OH
Past

May 15, 2017 - December 31, 2022

STRATEGIC INTERNATIONAL

RIA
CRD#: 287914
CLEVELAND HEIGHTS, OH
Past

July 21, 2016 - April 10, 2017

OPPENHEIMER & CO. INC.

RIA
CRD#: 249
BEACHWOOD, OH
Past

January 29, 2016 - April 10, 2017

OPPENHEIMER & CO. INC.

BD
CRD#: 249
BEACHWOOD, OH
Past

April 3, 2013 - January 20, 2016

FINANCIAL AMERICA SECURITIES, INC.

BD
CRD#: 5100
CLEVELAND, 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".
SI
STRATEGIC INTERNATIONAL
STRATEGIC INTERNATIONAL | STRATEGIC INTERNATIONAL LIMITED

CRD#: 287914 / SEC#: 801-110143

RIA
Registered Investment Advisory firm - (3/22/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/29/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 4/10/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/2/2013
General Securities Representative Examination

Current Firm

SI
STRATEGIC INTERNATIONAL
STRATEGIC INTERNATIONAL | STRATEGIC INTERNATIONAL LIMITED

CRD#: 287914 / SEC#: 801-110143

RIA
Registered Investment Advisory firm - (3/22/2017 Approved)
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Contact information

Main Address
Cleveland Heights, OH
Mailing Address
Phone number
(216) 932-6500
Established
Firm type
Fiscal year end
# of Employees
1

SEC notice filing (1 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

STRATEGIC INTERNATIONAL BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts18
AUM (Assets Under Management)$ 6,838,628

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 INTERNATIONAL

CRD#: 287914

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