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Brian Joseph Beal

Strategic Advisers LLC

Pittsburgh, PA

Pittsburgh, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

1680 Washington Rd Ste H, Pittsburgh, PA 15241-1213 • United States

Pittsburgh, PA • 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
Fidelity Investments Pittsburgh PA 01/2023 Present
Morgan Properties Alexandria VA 10/2018 09/2022
Morgan Properties King Of Prussia PA 03/2016 10/2018
Unemployed Pittsburgh PA 09/2022 01/2023
Fidelity Investments Boston MA 03/2025 Present
  • 01/2023 → Present
    Fidelity Investments
    Pittsburgh, PA
  • 10/2018 → 09/2022
    Morgan Properties
    Alexandria, VA
  • 03/2016 → 10/2018
    Morgan Properties
    King Of Prussia, PA
  • 09/2022 → 01/2023
    Unemployed
    Pittsburgh, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Pittsburgh, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-30
  • S66 Uniform Combined State Law Examination
    2023-06-30

View on SEC IAPD

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Other Offices

ALLEGHENY FINANCIAL GROUP · PITTSBURGH, PA
ALLEGHENY INVESTMENTS · PITTSBURGH, PA
ANALYTX CAPITAL MANAGEMENT LP · PITTSBURGH, PA
CWM, LLC · Pittsburgh, PA
LPL FINANCIAL LLC · BELLEVUE, PA
DS WEALTH ADVISORS, INC. · PITTSBURGH, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PITTSBURGH, PA
WESBANCO SECURITIES, INC. · PITTSBURGH, PA

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