Tobias Shiner

CRD 5211674 · Fidelity Brokerage Services LLC · Tukwila, WA

IA RegisteredBroker

Also appears in the source record as: Tobias Riley Shiner; Toby Riley Shiner

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): Series 66SIESeries 7
Registered states (5): Alaska · Florida · Idaho · Texas · Washington
Years in the industry (source record): 20
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

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 (15)

From the source registration record · current first

Strategic Advisers LLCCurrent
Tukwila, WA · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Gig Harbor, WA · BD capacity

Jul 25, 2024 → present
Fidelity Brokerage Services LLCCurrent
Tukwila, WA · BC capacity

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

Aug 16, 2024 → Mar 31, 2025
U.S. Bancorp Investments, Inc.
BD capacity

Aug 21, 2023 → Jun 24, 2024
U.S. Bancorp Investments, Inc.
IA capacity

Aug 21, 2023 → Jun 24, 2024
B.O.S.S. Retirement Advisors, LLC
IA capacity

Jan 25, 2023 → Jul 12, 2023
Private Client Services, LLC
BD capacity

Jun 8, 2021 → Apr 12, 2022
Trutina Financial
IA capacity

Jun 7, 2021 → Apr 11, 2022
Lpl Financial LLC
BD capacity

Apr 30, 2012 → Jun 7, 2021
Lpl Financial LLC
IA capacity

Apr 30, 2012 → Jun 7, 2021
Wells Fargo Advisors, LLC
BD capacity

Jan 3, 2011 → May 4, 2012
Wells Fargo Advisors, LLC
IA capacity

Jan 3, 2011 → May 4, 2012
Wells Fargo Investments, LLC
IA capacity

Apr 16, 2007 → Jan 3, 2011
Wells Fargo Investments, LLC
BD capacity

Nov 15, 2006 → Jan 3, 2011

Source & corrections

Where this page comes from

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