SHELBY ROBERTS is an investment adviser representative (IAR) with state registration records since 2016, appearing at 5 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2021-09-02 | 2025-03-31 | — |
| W3 WEALTH ADVISORS, LLC | 2019-09-18 | 2021-08-09 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2019-06-09 | 2019-08-16 | — |
| RBC CAPITAL MARKETS, LLC | 2016-11-11 | 2019-05-29 | — |