Shawn Corcoran, financial advisor Thousand Oaks CA
90 score

Shawn Corcoran

CRD Number: 6130370
Current Firm: Strategic Advisers, Inc.

Shawn Corcoran (CRD# 6130370) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Thousand Oaks, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Schaumburg, IL Aug 2012 - Current 4
Neiman Harrisburg, PA Sep 2011 - May 2012 < 1
Elizabethtown College Elizabethtown, PA Sep 2008 - May 2012 3
Clark Associates Lancaster, PA Jun 2011 - Aug 2011 < 1
Impact Performance Wellesley, MA Jun 2010 - Aug 2010 < 1
Unemployed Wellesley, MA May 2008 - Jun 2010 2
Bryant University Smithfield, RI Sep 2007 - May 2008 < 1
Unemployed Smithfield, RI May 2007 - Sep 2007 < 1
Hershey High School Hershey, PA Sep 2006 - May 2007 < 1
Unemployed Hershey, PA May 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Shawn P. Corcoran
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • CA
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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