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Brian Keith Mctear

Strategic Advisers LLC

El Segundo, CA

Lakewood Ca, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

2009 Park Place, El Segundo, CA 90245-4754 • United States

Lakewood Ca, CA • 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
Mass Mutual Life Insurance Pasadena CA 09/2016 08/2018
Paychex Inc Los Angeles CA 04/2016 09/2018
Atheletes Equals Business Los Angeles CA 12/2018 06/2019
The Guardian Life Insurance Of Company Of America Los Angeles CA 07/2019 06/2022
Park Avenue Securities Los Angeles CA 02/2021 06/2022
Fidelity Investments Seal Beach CA 06/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2016 → 08/2018
    Mass Mutual Life Insurance
    Pasadena, CA
  • 04/2016 → 09/2018
    Paychex Inc
    Los Angeles, CA
  • 12/2018 → 06/2019
    Atheletes Equals Business
    Los Angeles, CA
  • 07/2019 → 06/2022
    The Guardian Life Insurance Of Company Of America
    Los Angeles, CA
  • 02/2021 → 06/2022
    Park Avenue Securities
    Los Angeles, CA
  • 06/2022 → Present
    Fidelity Investments
    Seal Beach, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    El Segundo, CA
Other Businesses

OBA-130358|OrgNmn:It's Bigger Than Us |Org Addr:Los Angele,California,US|OBA Nature:Community Service |Invst Rel:N|Title:Board Member |Duties:Particpate in Board Meetings, Community Volunteer Work, |StrtDt:05-27-26|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-18
S63 Uniform Securities Agent State Law Examination 2021-06-15
  • S66 Uniform Combined State Law Examination
    2024-01-18
  • S63 Uniform Securities Agent State Law Examination
    2021-06-15
Other Names
  • Brian K Mctear

View on SEC IAPD

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LIGAYA JUNG GUDERIAN
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MICHAEL DEAN RUDKIN
Laura Jarris Martin
MICHAEL ALLEN WILHITE
JAMES ROBERT MANION
RISHI D MANGAL

Other Offices

MORGAN STANLEY · El Segundo, CA
WELLS FARGO CLEARING SERVICES, LLC · EL SEGUNDO, CA
WELLS FARGO CLEARING SERVICES, LLC · EL SEGUNDO, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · EL SEGUNDO, CA
SOLACE CAPITAL PARTNERS, L.P. · EL SEGUNDO, CA
STRANDVIEW CAPITAL, LLC · EL SEGUNDO, CA
UBS FINANCIAL SERVICES INC. · El Segundo, CA
UBS FINANCIAL SERVICES INC. · El Segunda, CA

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