Brian Alexander Shea
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Strategic Advisers LLCOct 2025 to now
- Fidelity InvestmentsJul 2024 to now
- UnemployedApr 2024 to Jul 2024
- United Parcel ServiceDec 2023 to Dec 2023
- Terlau FinancialAug 2023 to Dec 2023
- United Parcel ServiceDec 2022 to Dec 2022
- Fidelity InvestmentsJun 2022 to Aug 2022
- United Parcel ServiceDec 2021 to Dec 2021
- Allied EnterprisesJun 2021 to Aug 2021
- AmazonDec 2020 to Jan 2021
- Ben Terlau ConstructionJun 2020 to Aug 2020
- University of CincinnatiAug 2019 to Apr 2024
- Ben Terlau ConstructionMay 2019 to Aug 2019
- Triple Crown Country ClubMay 2018 to Aug 2018
- World of GolfApr 2017 to Aug 2017
- ST. Henry District High SchoolAug 2015 to May 2019
- Boone RecorderFeb 2013 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (KY, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7802612
- Firm CRD
- 104555