Brett Scott Sheedy

Employer firm

Strategic Financial LLC CRD 341077

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2016 → Present
  Strategic Tax & Accounting Llc
  Birmingham, AL
• 01/2011 → 10/2016
  Partners Tax & Accounting Llc
  Birmingham, AL
• 02/2026 → Present
  Strategic Financial Llc
  Birmingham, AL

Previous Registrations

• 2006-08-23 → 2007-03-06
  Oneamerica Securities, Inc.
  Birmingham, AL

Other Businesses

1) NAME OF ENTITY - STRATEGIC LAW, LLC; POSITION - FOUNDER & MANAGING MEMBER; INVESTMENT RELATED - NO; COMMENCED ACTIVITY - APRIL 2014; ADDRESS - 301 ELIZABETH STREET NE, CULLMAN, ALABAMA 35055; APPROXIMATE NUMBER OF HOURS DEVOTED TO THIS ACTIVITY PER MONTH - 40; APPROXIMATE NUMBER OF HOURS DEVOTED TO THIS ACTIVITY PER MONTH DURING TRADING HOURS - 30 2) INSURANCE SALES, POSITION - AGENT, INVESTMENT RELATED - YES, COMMENCED OCTOBER 2025; ACTIVITY ADDRESS - 2120 16TH AVENUE SOUTH, STE. 100, BIRMINGHAM, ALABAMA 35205, APPROXIMATE NUMBER OF HOURS DEVOTED TO THIS ACTIVITY PER MONTH - 16; APPROXIMATE NUMBER OF HOURS DEVOTED TO THIS ACTIVITY PER MONTH DURING TRADING HOURS - 16 3) NAME OF ENTITY - STRATEGIC TAX AND ACCOUNTING, LLC; POSITION - FOUNDER & CEO; INVESTMENT RELATED - NO; COMMENCED ACTIVITY - NOVEMBER 2016; ADDRESS - 2120 16TH AVENUE SOUTH, STE. 100, BIRMINGHAM, ALABAMA 35205; APPROXIMATE NUMBER OF HOURS DEVOTED TO THIS ACTIVITY PER MONTH - 140; APPROXIMATE NUMBER OF HOURS DEVOTED TO THIS ACTIVITY PER MONTH DURING TRADING HOURS - 105

Exams

• S66 Uniform Combined State Law Examination
  2006-07-31

Designations

• Certified Financial Planner

Other Names

• Brett Scott Sheedy