Monica Shavers
Investment Adviser Representative at Strategic Advisers LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Monica Shavers is an investment adviser representative with Strategic Advisers LLC in Atlanta, GA, where they have been registered since 2026. They have worked in the securities industry since 2024 and were previously registered with Principal Securities, Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Georgia and Texas.
Office
Advisors at this office: 63
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Georgia, Texas
- Broker:
22 states and territories
Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, Washington, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Strategic Advisers LLCMay 2026 – no end date reportedAtlanta, GA
- Dougherty County SchoolsJul 2008 – Jun 2018Albany, GA
- Principal Financial GroupMay 2025 – Mar 2026Atlanta, GA
- NEW YORK Life/nylife Securities LLCApr 2024 – Apr 2025Alpharetta, GA
- Osceola School DistrictJul 2019 – Jun 2020Kissimmee, FL
- Orange County SchoolsJul 2018 – Jun 2019Orlando, FL
- Imagine LearningOct 2020 – Nov 2024Sandy Springs, GA
- Fulton County SchoolsJul 2020 – Oct 2020Atlanta, GA
- Fidelity InvestmentsMar 2026 – no end date reportedAtlanta, GA
- Fidelity Brokerage Services LLCMay 2026 – no end date reportedAtlanta, GA
Official records & sources
Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Strategic Advisers LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 17,064
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Boston, MA
- SEC file number:
- 801-13243
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Strategic Advisers LLC
Showing 12 of 17,064 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Monica Shavers has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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