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CFP

Jeffrey Sheats

Strategic Advisers LLC
37 Years of Experience
Alexandria, VA
1 DisclosureBroker
View SEC Summary
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Jeffrey Sheats is a CFP-designated registered investment advisor at Strategic Advisers LLC, based in Alexandria, VA, with 37 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B in assets under management.

Strategic Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16982 advisors
Number of Clients
2,401,763 clients
Average Client Portfolio
$570K average
Assets Under Management
$1370.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.85%
$100K - $250K0.80%
$250K+0.70%

Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1725 Duke Street, Suite Gr05, Alexandria, VA, 22314-3457

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2004
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 7 mos
Fidelity Brokerage Services LLC
December 2013 - Present · 12 yrs 10 mos
Fidelity Brokerage Services LLCBroker
December 2013 - Present · 12 yrs 10 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - March 2025 · 6 yrs 8 mos
Strategic Advisers LLC
January 2014 - July 2018 · 4 yrs 6 mos
LPL Financial LLCBroker
October 2011 - February 2012 · 4 mos
LPL Financial LLC
October 2011 - February 2012 · 4 mos
Uvest Financial Services Group, INC.
March 2011 - October 2011 · 7 mos
Uvest Financial Services Group, INC.Broker
March 2011 - October 2011 · 7 mos
Level Four Advisory Services
March 2008 - March 2011 · 3 yrs
Lincoln Financial Securities CorporationBroker
February 2008 - March 2011 · 3 yrs 1 mo
H&r Block Financial Advisors, INC.
April 2004 - March 2008 · 3 yrs 11 mos
H&r Block Financial Advisors, INC.Broker
November 1990 - March 2008 · 17 yrs 4 mos
First Montauk Securities CORP.Broker
September 1990 - November 1990 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1985 - September 1988 · 3 yrs 6 mos
State Registrations39 states
ALARAZCACOCTDCDEFLGAILINKYLAMAMDMEMIMNMOMTNCNHNJNVNYOHORPARISCSDTNTXUTVAVTWAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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