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Shelby R
Series 65, Series 63
Blanchard, OK
Fidelity
Shelby Roberts is a financial advisor with Fidelity, holding Series 65 and Series 63 licenses and possessing 10 years of industry experience. Prior to joining Fidelity Investments in 2025, Roberts worked at Fidelity Brokerage Services LLC, Valmark Securities, Inc., W3 Wealth Management, Bank of America, Merrill, and RBC Capital Markets LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and is notable for its use of AI-driven methods and its formal advisory roles to multiple registered investment companies.
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