SHAWN F WHELAN is an investment adviser representative (IAR) with state registration records since 2014, appearing at 2 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2025-03-31 | — |
| STRATEGIC ADVISERS LLC | 2018-07-02 | 2018-07-13 | — |
| STRATEGIC ADVISERS LLC | 2014-05-08 | 2016-04-15 | — |