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Brian Kirshman

Strategic Advisers LLC

Covington, KY

Maineville, OH

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-03-31
OH RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Maineville, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 09/2015 09/2019
Raymond James Financial Services, Inc. Mason OH 09/2019 08/2020
Raymond James Financial Services Advisors, Inc. Mason OH 09/2019 08/2020
Fidelity Investments Covington KY 10/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2015 → 09/2019
    Edward Jones
    St Louis, MO
  • 09/2019 → 08/2020
    Raymond James Financial Services, Inc.
    Mason, OH
  • 09/2019 → 08/2020
    Raymond James Financial Services Advisors, Inc.
    Mason, OH
  • 10/2020 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-122475|OrgNmn:Kings Youth Lacrosse Board|Org Addr:Maineville,Ohio,US|OBA Nature:Youth Lacrosse Board for Kings|Invst Rel:N|Title:Board Member|Duties:Act as a board member assisting with event planning and uniform creation/distribution for the youth lacrosse teams|StrtDt:09-15-25|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-11-20
  • S66 Uniform Combined State Law Examination
    2015-11-20
Other Names
  • Brian James Kirshman
  • Brian Kirshman

View on SEC IAPD

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TIMOTHY J WALLIN
JAIME MARIE LANHAM
DONALD W STEWART

Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY
ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY
EP WEALTH ADVISORS · Fort Wright, KY
DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
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