DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Tobias Shiner

Strategic Advisers LLCnational BDGig Harbor, Wa dual registrantIAPD 5211674

Feed of 09/16/2026

Also filed as Toby Riley Shiner

At current firm

1 y

since Mar 31, 2025

In the industry

19 y

since Apr 11, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Strategic Advisers LLC national BD current
since Mar 31, 2025 · Gig Harbor, Wa
Fidelity Personal And Workplace Advisors former
Aug 16, 2024 to Mar 31, 2025 · Tukwila, Wa
U.S. Bancorp Investments, Inc. former
Aug 21, 2023 to Jun 24, 2024 · Seattle, Wa
B.O.S.S. Retirement Advisors, LLC independent RIA
Jan 25, 2023 to Jul 12, 2023 · Lehi, Ut
Trutina Financial former
Jun 7, 2021 to Apr 11, 2022 · Bellevue, Wa
LPL Financial LLC BD affiliated
Apr 30, 2012 to Jun 7, 2021 · Bellevue, Wa
Wells Fargo Advisors wirehouse
Jan 3, 2011 to May 4, 2012 · Seattle, Wa
Wells Fargo Investments, LLC unclassified
Apr 16, 2007 to Jan 3, 2011 · Seattle, Wa

Moves

a registration end followed by a registration begin elsewhere

Fidelity Personal And Workplace Advisors to Strategic Advisers LLC
left Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
U.S. Bancorp Investments, Inc. to Fidelity Personal And Workplace Advisors
left Jun 24, 2024, registered Aug 16, 2024 (53 days) · Affiliated broker-dealer or bank to another
B.O.S.S. Retirement Advisors, LLC to U.S. Bancorp Investments, Inc.
left Jul 12, 2023, registered Aug 21, 2023 (40 days) · RIA to affiliated broker-dealer or bank
Trutina Financial to B.O.S.S. Retirement Advisors, LLC
left Apr 11, 2022, registered Jan 25, 2023 (289 days) · RIA to RIA
LPL Financial LLC to Trutina Financial
left Jun 7, 2021, registered Jun 7, 2021 (0 days) · Affiliated broker-dealer or bank to independent RIA
Wells Fargo Advisors to LPL Financial LLC
left May 4, 2012, registered Apr 30, 2012 (-4 days) · Other
Wells Fargo Investments, LLC to Wells Fargo Advisors
left Jan 3, 2011, registered Jan 3, 2011 (0 days) · corporate re-registration, not a move

Signals

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

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: National broker-dealer RIAderived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address