# SHANNON M. LIPP

SHANNON M. LIPP is an investment adviser representative (IAR) with state registration records since 2005, appearing at 7 firms. Currently registered with STRATEGIC ADVISERS LLC.

## Registration history (9)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2025-03-31 | present | Yes |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2021-08-26 | 2025-03-31 | — |
| [AVANTAX ADVISORY SERVICES](https://search.stillhousedata.com/firm/104556) | 2017-10-05 | 2019-04-29 | — |
| [AVANTAX ADVISORY SERVICES](https://search.stillhousedata.com/firm/104556) | 2015-10-06 | 2017-04-04 | — |
| [AVANTAX ADVISORY SERVICES](https://search.stillhousedata.com/firm/104556) | 2013-03-14 | 2014-03-24 | — |
| [PNC WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/129052) | 2012-12-11 | 2013-02-01 | — |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2009-11-10 | 2011-03-30 | — |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2009-11-10 | 2011-03-30 | — |
| [COMERICA SECURITIES](https://search.stillhousedata.com/firm/17079) | 2005-03-09 | 2006-02-21 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4561434)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4561434.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.