Shane T. Dean
STRATEGIC ADVISERS LLC | Financial Consultant
SPARKS, NV
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CRD#: 7070016
Professional summary
Shane Thomas Dean, who also goes by Shane Dean, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Sparks, Nevada and FIDELITY BROKERAGE SERVICES LLC located in Reno, Nevada.
Shane is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Shane has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.
Biography
I am born and raised here in Reno, NV. I love where I live and love what I do. I have the pleasure every day of helping my clients develop a financial plan to better understand their full financial picture and implement strategies to remedy unnecessary risks while capitalizing on opportunities. I take pride in making the complex world of investing easy to understand. In doing this, I make my clients feel comfortable and confident in the decisions we make together.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Shane Dean
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 Shane Thomas Dean'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®
NoneEducation
University of Nevada
Bachelor of Business Administration - Marketing
2017
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 5520 Kietzke Ln Suite 100, Reno, NV 89511-3040RIA
CRD#: 104555
SPARKS, NV
Current
November 1, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 5520 Kietzke Ln Suite 100, Reno, NV 89511-3040BD
CRD#: 7784
RENO, NV
Past
November 21, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
RENO, NV
Past
May 11, 2022 - September 16, 2022
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
Reno, NV
Past
May 10, 2022 - September 16, 2022
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
Reno, NV
Past
September 8, 2020 - May 5, 2022
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
RENO, NV
Past
June 26, 2019 - April 21, 2022
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
RENO, NV
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(4/17/2023)
RR
Arizona(6/15/2023)
RR
California(11/1/2022)
RR
Colorado(4/12/2023)
RR
Florida(3/2/2024)
RR
Georgia(3/25/2023)
RR
Hawaii(1/30/2025)
RR
Idaho(12/20/2024)
RR
Michigan(3/25/2023)
RR
Minnesota(7/21/2023)
RR
Missouri(5/21/2025)
RR
Nevada(11/1/2022)
IAR
Nevada(3/31/2025)
RR
North Carolina(10/23/2025)
RR
Ohio(3/26/2023)
RR
Oregon(11/21/2023)
RR
Pennsylvania(3/2/2024)
RR
Tennessee(10/17/2024)
RR
Texas(7/21/2023)
IAR
Texas(3/31/2025)
RR
Washington(7/21/2023)
RR
Wyoming(2/4/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/26/2019
General Securities Representative ExaminationGeneral 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
Financial ConsultantCRD#: 104555Sparks, NVTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
