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Brian Alexander Shea

Strategic Advisers LLC

Dayton, KY

Covington, KY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-10-06
TX RA APPROVED 2025-10-06
  • KY RA
    APPROVED
    Since 2025-10-06
  • TX RA
    APPROVED
    Since 2025-10-06

Branch Locations

Dayton, KY • United States

100 Howe Drive, Covington, KY 41015-5000 • 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
St. Henry District High School Erlanger KY 08/2015 05/2019
Fidelity Investments Ky KY 06/2022 08/2022
Boone Recorder Florence KY 02/2013 05/2018
United Parcel Service Bellevue KY 12/2023 12/2023
Unemployed - KY 04/2024 07/2024
Allied Enterprises Cleveland OH 06/2021 08/2021
World Of Golf Florence KY 04/2017 08/2017
Triple Crown Country Club Union KY 05/2018 08/2018
Ben Terlau Construction Union KY 05/2019 08/2019
Fidelity Investments Covington KY 07/2024 Present
Ben Terlau Construction Union KY 06/2020 08/2020
Amazon Wa WA 12/2020 01/2021
Terlau Financial Fort Thomas KY 08/2023 12/2023
University Of Cincinnati Cincinnati OH 08/2019 04/2024
United Parcel Service Bellevue KY 12/2022 12/2022
United Parcel Service Fort Wright KY 12/2021 12/2021
  • 08/2015 → 05/2019
    St. Henry District High School
    Erlanger, KY
  • 06/2022 → 08/2022
    Fidelity Investments
    Ky, KY
  • 02/2013 → 05/2018
    Boone Recorder
    Florence, KY
  • 12/2023 → 12/2023
    United Parcel Service
    Bellevue, KY
  • 04/2024 → 07/2024
    Unemployed
    -, KY
  • 06/2021 → 08/2021
    Allied Enterprises
    Cleveland, OH
  • 04/2017 → 08/2017
    World Of Golf
    Florence, KY
  • 05/2018 → 08/2018
    Triple Crown Country Club
    Union, KY
  • 05/2019 → 08/2019
    Ben Terlau Construction
    Union, KY
  • 07/2024 → Present
    Fidelity Investments
    Covington, KY
  • 06/2020 → 08/2020
    Ben Terlau Construction
    Union, KY
  • 12/2020 → 01/2021
    Amazon
    Wa, WA
  • 08/2023 → 12/2023
    Terlau Financial
    Fort Thomas, KY
  • 08/2019 → 04/2024
    University Of Cincinnati
    Cincinnati, OH
  • 12/2022 → 12/2022
    United Parcel Service
    Bellevue, KY
  • 12/2021 → 12/2021
    United Parcel Service
    Fort Wright, KY
Other Businesses

OBA-114303|OrgNmn:At The Yard Baseball Club|Org Addr:Florence,Kentucky,US|OBA Nature:Instructs youth baseball playe|Invst Rel:N|Title:Employee|Duties:Training youth baseball players|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-01
S63 Uniform Securities Agent State Law Examination 2024-10-28
  • S66 Uniform Combined State Law Examination
    2025-10-01
  • S63 Uniform Securities Agent State Law Examination
    2024-10-28
Other Names
  • Brian A Shea
  • Brian Shea

View on SEC IAPD

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