Shelley L. Scalise

CRD 1927457 · Fidelity Brokerage Services LLC · Cranberry Township, PA

IA RegisteredBroker

Also appears in the source record as: Shelley Graham; Shelley Lynn Scalise; Shelley L Stewart; Shelley Lynn Stewart; Shelley L Scalise

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 65Series 63Series 24SIESeries 7
Registered states (18): Alaska · Arizona · Florida · Georgia · Maryland · Massachusetts · Missouri · Montana · New Jersey · New York · North Carolina · Ohio · Oklahoma · Pennsylvania · South Carolina · Texas · Virginia · West Virginia
Years in the industry (source record): 28
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 1927457 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (13)

From the source registration record · current first

Strategic Advisers LLCCurrent
Cranberry Twp, PA · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Cranberry Twp, PA · BD capacity

May 31, 2022 → present
Fidelity Brokerage Services LLCCurrent
Cranberry Township, PA · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
IA capacity

Jun 2, 2022 → Mar 31, 2025
Tiaa-Cref Individual & Institutional Services, LLC
BD capacity

Jul 6, 2015 → Nov 13, 2020
Advice And Planning Services
IA capacity

Jul 6, 2015 → Nov 13, 2020
Lpl Financial LLC
IA capacity

Dec 8, 2010 → Jun 18, 2015
Lpl Financial LLC
BD capacity

Nov 18, 2010 → Jun 18, 2015
Pnc Investments
BD capacity

Nov 13, 2009 → Nov 5, 2010
Natcity Investments, Inc.
BD capacity

Sep 15, 2003 → Nov 13, 2009
Hilliard Lyons Asset Management
IA capacity

Jun 13, 2003 → Sep 22, 2003
J.J.B. Hilliard, W.L. Lyons, Inc.
BD capacity

Apr 21, 1999 → Sep 22, 2003
Pnc Brokerage Corp
BD capacity

Sep 3, 1998 → Apr 21, 1999

Source & corrections

Where this page comes from

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