Advisor at Strategic International
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Firm
Strategic International
Location
Bentleyville, OH
Credentials
Series 66
Industry experience
11 years
Taylor Shockey is a financial advisor at Strategic International with 11 years of industry experience. He holds a Series 66 designation and previously worked at Oppenheimer & Co. Inc. from 2016 to 2017 before joining Strategic International in 2017. Strategic International offers automated, discretionary portfolio management through an online platform serving individual and institutional clients, including a significant non-U.S. client base. The firm employs a quantitative investment approach based on Modern Portfolio Theory and behavioral economics, utilizing algorithmic processes and broker API integration for portfolio construction and trade execution.
1.00% of the value of the account annually, regardless of size
Bentleyville, OH
Ohio
Strategic International Limited
2017 - Present (9 years)
Oppenheimer & Co Inc.
2016 - 2017 (1 year)
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