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Adam Bea

Strategic Advisers LLC

Burlington, KS

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Burlington, KS • 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
Empower Retirement/Great West Financial Shawnee Mission KS 08/2016 03/2019
Ivy Funds Distributor, Inc Shawnee Mission KS 03/2019 04/2021
Waddell & Reed, Inc Shawnee Mission KS 03/2019 04/2021
Fidelity Investments Overland Park KS 12/2021 Present
Unemployed Gardner KS 05/2021 12/2021
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 03/2019
    Empower Retirement/Great West Financial
    Shawnee Mission, KS
  • 03/2019 → 04/2021
    Ivy Funds Distributor, Inc
    Shawnee Mission, KS
  • 03/2019 → 04/2021
    Waddell & Reed, Inc
    Shawnee Mission, KS
  • 12/2021 → Present
    Fidelity Investments
    Overland Park, KS
  • 05/2021 → 12/2021
    Unemployed
    Gardner, KS
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-03-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Overland Park, KS
Other Businesses

OBA-122140|OrgNmn:Bea Investments LLC|Org Addr:Burlington,Kansas,US|OBA Nature:Buy/Sell/Rent/Manage Real esta|Invst Rel:Y|Title:Partner|Duties:Buy/Sell/Manage |StrtDt:08-01-25|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-16
S63 Uniform Securities Agent State Law Examination 2016-09-12
  • S65 Uniform Investment Adviser Law Examination
    2022-03-16
  • S63 Uniform Securities Agent State Law Examination
    2016-09-12
Other Names
  • Adam C Bea
  • Adam Conrad Bea

View on SEC IAPD

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