Shelby Russell has been Vice President and Chief Compliance Officer of Strategy since November 2017, is a control person of the firm and directly owns between 50% and 75% of it.
Strategy, Inc. is a Lubbock, TX firm with $142M under management, 194 clients and 2 advisers in one office, as of its February 2026 filing.
Shelby Russell’s longest registration is the current one, 8 years at Strategy since 2017. Before joining Strategy in 2017, Shelby Russell was registered through The Advisors Group.
- The Advisors Group– · 5 yearsLubbock, TX · Adviser representative · Firm CRD 113015
Investment adviser representative registrations
Shelby Russell is registered as an investment adviser representative in Texas, since December 2017.
- TexasSince 7 December 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 4 November 2015 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 27 August 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Shelby Lynne Russell
- CRD
- 5465869
- Firm
- Strategy · CRD 290104
- Role
- Vice President and Chief Compliance Officer
- Office
- 12002 TRAFALGAR AVENUE, SUITE 102, Lubbock, TX 79424
- Registration
- Investment adviser registration
- In the industry since
- March 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does Shelby Russell work?
Shelby Russell has been Vice President and Chief Compliance Officer of Strategy, Inc. since November 2017, and is a control person of the firm.
Is Shelby Russell a financial advisor?
Yes. Shelby Russell has a current investment-adviser registration in Texas, through Strategy since December 2017.
How many years of experience does Shelby Russell have?
Shelby Russell has 13 years in the financial industry, since March 2013, across 2 adviser firms.
What exams has Shelby Russell passed?
Shelby Russell has passed 2 licensing exams: the Series 6 and Series 63. The earliest, the Series 6, was passed in August 2015. FINRA credited Shelby Russell with the SIE, which began in October 2018.
Where is Shelby Russell based?
Shelby Russell’s registered office is in Lubbock, TX.
Is Shelby Russell registered with FINRA?
No. Shelby Russell has no current broker registration.
How can I verify Shelby Russell’s record?
Search CRD 5465869 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Shelby Russell’s full registration record.