Shawn M. Cressman

STRATEGIC ADVISERS LLC | Investment Consultant

TOLLESON, AZ

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CRD#: 6155134

Professional summary

Shawn Michael Cressman, who also goes by Shawn Michael Cressman, Shawn M Cressman, Shawn Cressman, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Tolleson, Arizona and FIDELITY BROKERAGE SERVICES LLC located in Peoria, Arizona.

Shawn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Shawn has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Biography

As an Investment Consultant, my goal is to help my clients design and execute financial plans to help them work toward their goals.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Shawn Michael Cressman | Shawn M Cressman | Shawn Cressman

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shawn Michael Cressman'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: 7565 West Bell Road, Peoria, AZ 85382

RIA

CRD#: 104555

TOLLESON, AZ

Current

October 12, 2021 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 7565 West Bell Road, Peoria, AZ 85382

CRD#: 7784

Peoria, AZ

Past

October 25, 2021 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

CENTER VALLEY, PA

Past

February 12, 2021 - August 18, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Allentown, PA

Past

February 12, 2021 - August 18, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Allentown, PA

Past

January 4, 2017 - February 12, 2021

CUSO FINANCIAL SERVICES, L.P.

RIA

CRD#: 42132

Allentown, PA

Past

May 2, 2016 - February 12, 2021

CUSO FINANCIAL SERVICES, L.P.

CRD#: 42132

Allentown, PA

Past

April 22, 2013 - May 4, 2016

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

BETHLEHEM, PA

Past

February 5, 2013 - April 18, 2013

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

CRD#: 611

BETHLEHEM, PA

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".

STRATEGIC ADVISERS LLC

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.

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

Arizona
(11/16/2022)

IAR

Arizona
(3/31/2025)

California
(11/16/2022)

Colorado
(11/16/2022)

Florida
(10/13/2021)

Hawaii
(3/1/2024)

Idaho
(5/19/2023)

Illinois
(5/19/2023)

Michigan
(3/1/2024)

Minnesota
(5/19/2023)

Nevada
(11/16/2022)

New Jersey
(10/25/2021)

New Mexico
(11/16/2022)

Pennsylvania
(10/22/2021)

Texas
(6/21/2022)

IAR

Texas
(3/31/2025)

Utah
(11/16/2022)

Washington
(4/22/2024)

West Virginia
(9/5/2025)

Wisconsin
(3/19/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/29/2016

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/19/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/9/2014

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/4/2013

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

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)

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 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	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.

Contact information

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Advisor Monitoring

Firm Stability Insights

Shawn M. Cressman

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shawn Michael Cressman's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

CUSO FINANCIAL SERVICES, L.P.

CUSO FINANCIAL SERVICES, L.P.

WELLS FARGO CLEARING SERVICES, LLC

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/29/2016

Series 63

Date: 2/19/2013

SIE

Date: 10/1/2018

Series 7

Date: 5/9/2014

Series 6

Date: 2/4/2013

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

Contact information

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