STELLA SHIM is an investment adviser representative (IAR) with state registration records since 2012, appearing at 5 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2025-06-13 | present | Yes |
| STRATEGIC ADVISERS LLC | 2025-03-31 | 2025-05-28 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2025-03-31 | — |
| STRATEGIC ADVISERS LLC | 2017-02-09 | 2018-07-13 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2014-09-18 | 2016-06-28 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2012-12-08 | 2014-07-16 | — |