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Brian Patrick Shea

Strategic Advisers LLC

Midlothian, VA

Chesterfield, VA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
VA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • VA RA
    APPROVED
    Since 2025-03-31

Branch Locations

15521 Midlothian Tpke Suite 101, Midlothian, VA 23113-7312 • United States

Chesterfield, VA • 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
Td Ameritrade Columbia MD 06/2018 12/2022
Fairfax County Public Schools Springfield VA 06/2017 08/2017
Longwood University Farmville VA 09/2016 04/2018
Student Fairfax VA 09/2007 05/2018
Charles Schwab And Co., Inc. Columbia MD 12/2022 06/2023
Fidelity Investments Midlothian VA 06/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2018 → 12/2022
    Td Ameritrade
    Columbia, MD
  • 06/2017 → 08/2017
    Fairfax County Public Schools
    Springfield, VA
  • 09/2016 → 04/2018
    Longwood University
    Farmville, VA
  • 09/2007 → 05/2018
    Student
    Fairfax, VA
  • 12/2022 → 06/2023
    Charles Schwab And Co., Inc.
    Columbia, MD
  • 06/2023 → Present
    Fidelity Investments
    Midlothian, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Midlothian, VA
  • 2022-01-31 → 2023-06-12
    Charles Schwab & Co., Inc.
    Glen Allen, VA
  • 2018-09-10 → 2023-06-12
    Td Ameritrade Investment Management, Llc
    Columbia, MD
    Omaha, NE
    Glen Allen, VA
  • 2018-09-10 → 2022-10-14
    Td Ameritrade, Inc.
    Columbia, MD
    Omaha, NE
    Glen Allen, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-07
  • S66 Uniform Combined State Law Examination
    2018-09-07
Designations
Other Names
  • Brian Patrick Shea
  • Brian Shea

View on SEC IAPD

Other Firms

STEWARD PARTNERS INVESTMENT ADVISORY, LLC
KESTRA ADVISORY SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
J. W. COLE ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

RONALD BRUCE WEBSTER
EDWARD PETER GROSSO
Alice Martin Winters
JAYNE WAIDA DI VINCENZO
ANNE-DAY MCCABE
ROBERT EUGENE SCHINSKY
Hunter James Seay
JUSTIN REID MARTIN

Other Offices

STEWARD PARTNERS INVESTMENT ADVISORY, LLC · Midlothian, VA
KESTRA ADVISORY SERVICES, LLC · Midlothian, VA
AMERIPRISE FINANCIAL SERVICES, LLC · Midlothian, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Midlothian, VA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Midlothian, VA
EDWARD JONES · MIDLOTHIAN, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Midlothian, VA
J. W. COLE ADVISORS, INC. · Midlothian, VA

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