Shane Mandes, financial advisor Princeton NJ
90 score

Shane Mandes

CRD Number: 6159474
Current Firm: Strategic Advisers, Inc.

Shane Mandes (CRD# 6159474) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Princeton, NJ and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Princeton, NJ Jul 2014 - Current 2
Wells Fargo Advisors, LLC Jenkintown, PA Jan 2013 - Jul 2014 1
Kellogg, Huber, Hanson, Todd, Evans & Figel Pllc Washington, DC May 2012 - Jan 2013 < 1
Rose Rock Group - Productions New York, NY Jun 2011 - Dec 2012 1
Windward Entertainment Doylestown, PA May 2010 - May 2012 2
Full Time Education, Middlebury College Middlebury, VT Sep 2006 - May 2010 3
Full Time Education, Loomis Chaffee Windsor, CT Jan 2003 - Sep 2006 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2013
Contact Info for Shane P. Mandes
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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