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RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

TOBIAS SHINER

Advisor at STRATEGIC ADVISERS LLC

GIG HARBOR, WA | SEATTLE, WA

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Search this name across graphsid dfx:ria:e54bbafd-f13c-d457-6e5d-dbf301dff417

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 3
On other graphs: 0
Observed: Apr 16, 2007 to Sep 16, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 11, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Apr 11, 2007
First registration: Apr 16, 2007
Dual registered: yes, broker-dealer
Other names: Toby Riley Shiner|TOBIAS RILEY SHINER
IAPD individual key: 5211674

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	GIG HARBOR, WA\|SEATTLE, WA	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Aug 16, 2024	Mar 31, 2025	no	TUKWILA, WA	Previous registration
U.S. BANCORP INVESTMENTS, INC.	Former SEC adviser	Aug 21, 2023	Jun 24, 2024	no	Seattle, WA\|Seattle, WA	Previous registration
B.O.S.S. RETIREMENT ADVISORS, LLC	Independent wealth	Jan 25, 2023	Jul 12, 2023	no	LEHI, UT\|Bellevue, WA	Previous registration
TRUTINA FINANCIAL	Former SEC adviser	Jun 7, 2021	Apr 11, 2022	no	BELLEVUE, WA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Apr 30, 2012	Jun 7, 2021	no	BELLEVUE, WA\|TUKWILA, WA\|SEATTLE, WA\|BELLEVUE, WA\|REDMOND, WA\|SAMMAMISH, WA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 3, 2011	May 4, 2012	no	SEATTLE, WA\|BELLEVUE, WA	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Apr 16, 2007	Jan 3, 2011	no	SEATTLE, WA\|SEATTLE, WA\|BEAVERTON, OR\|BELLEVUE, WA\|SEATTLE, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
U.S. BANCORP INVESTMENTS, INC.	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jun 24, 2024	Aug 16, 2024	53	Firm change	Ibd to ibd
B.O.S.S. RETIREMENT ADVISORS, LLC	U.S. BANCORP INVESTMENTS, INC.	Jul 12, 2023	Aug 21, 2023	40	Firm change	RIA to ibd
TRUTINA FINANCIAL	B.O.S.S. RETIREMENT ADVISORS, LLC	Apr 11, 2022	Jan 25, 2023	289	Firm change	RIA to RIA
LPL FINANCIAL LLC	TRUTINA FINANCIAL	Jun 7, 2021	Jun 7, 2021	0	Firm change	Ibd to RIA
WELLS FARGO ADVISORS	LPL FINANCIAL LLC	May 4, 2012	Apr 30, 2012	-4	Firm change	Other
WELLS FARGO INVESTMENTS, LLC	WELLS FARGO ADVISORS	Jan 3, 2011	Jan 3, 2011	0	Bulk transfer	Other

Relationships

Registered with (8)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Aug 16, 2024 to Mar 31, 2025factForm ADV
→ U.S. BANCORP INVESTMENTS, INC.Registered adviserregistration: previous registration
Aug 21, 2023 to Jun 24, 2024factForm ADV
→ B.O.S.S. RETIREMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 25, 2023 to Jul 12, 2023factForm ADV
→ TRUTINA FINANCIALRegistered adviserregistration: previous registration
Jun 7, 2021 to Apr 11, 2022factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Apr 30, 2012 to Jun 7, 2021factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 3, 2011 to May 4, 2012factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Apr 16, 2007 to Jan 3, 2011factForm ADV

Dated events

Occurred
Jun 24, 2024
Advisor changed firm
Tobias Shiner left U.S. Bancorp Investments, Inc. for Fidelity Personal And Workplace Advisors (registered 2024-08-16)
Form ADVobserved 5 days ago
Occurred
Jul 12, 2023
Advisor changed firm
Tobias Shiner left B.O.S.S. Retirement Advisors, Llc for U.S. Bancorp Investments, Inc. (registered 2023-08-21)
Form ADVobserved 5 days ago
Occurred
Apr 11, 2022
Advisor changed firm
Tobias Shiner left Trutina Financial for B.O.S.S. Retirement Advisors, Llc (registered 2023-01-25)
Form ADVobserved 5 days ago