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Brett Spears

Strategic Advisers LLC

Orland Park, IL

Lemont, IL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-01-05
TX RA APPROVED 2026-01-05
  • IL RA
    APPROVED
    Since 2026-01-05
  • TX RA
    APPROVED
    Since 2026-01-05

Branch Locations

15105 S. Lagrange Road, Orland Park, IL 60462-3708 • United States

Lemont, IL • 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
Heels4Life Nil Collective Chapel Hill NC 04/2023 12/2023
Adam Lemmert State Farm Agency Greensboro NC 05/2021 08/2021
Guilford Tech Cc Greensboro NC 06/2019 08/2020
Unc Campus Recreation Sports Programs Chapel Hill NC 08/2022 05/2024
Unc Chapel Hill Chapel Hill NC 05/2022 05/2024
Fidelity Investments Durham NC 05/2024 Present
Northwest Guilford Hs Greensboro NC 05/2014 06/2019
Wake Tech Cc Raleigh NC 08/2020 05/2022
  • 04/2023 → 12/2023
    Heels4Life Nil Collective
    Chapel Hill, NC
  • 05/2021 → 08/2021
    Adam Lemmert State Farm Agency
    Greensboro, NC
  • 06/2019 → 08/2020
    Guilford Tech Cc
    Greensboro, NC
  • 08/2022 → 05/2024
    Unc Campus Recreation Sports Programs
    Chapel Hill, NC
  • 05/2022 → 05/2024
    Unc Chapel Hill
    Chapel Hill, NC
  • 05/2024 → Present
    Fidelity Investments
    Durham, NC
  • 05/2014 → 06/2019
    Northwest Guilford Hs
    Greensboro, NC
  • 08/2020 → 05/2022
    Wake Tech Cc
    Raleigh, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-23
S63 Uniform Securities Agent State Law Examination 2024-09-30
  • S66 Uniform Combined State Law Examination
    2025-12-23
  • S63 Uniform Securities Agent State Law Examination
    2024-09-30

View on SEC IAPD

Other Firms

MORGAN STANLEY
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
W&S BROKERAGE SERVICES, INC.
WAVE & BREAKOUT L.L.C.
HIGHPOINT PLANNING PARTNERS
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

ANDREA PAGLIARO
Randall Andrew Scianna
KRISTEN ANNE ROSE
CHRISTINA A Valtierra
Pamela Jean Tattas
MARK ANTHONY GIOVANAZZI
DEBRA J BAKER
CRAIG PATRICK CUNNINGHAM

Other Offices

MORGAN STANLEY · Orland Park, IL
OSAIC WEALTH, INC. · Orland Park, IL
CETERA INVESTMENT ADVISERS LLC · ORLAND PARK, IL
W&S BROKERAGE SERVICES, INC. · ORLAND PARK, IL
WAVE & BREAKOUT L.L.C. · ORLAND PARK, IL
HIGHPOINT PLANNING PARTNERS · ORLAND PARK, IL
WELLS FARGO CLEARING SERVICES, LLC · ORLAND PARK, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ORLAND PARK, IL

More in Orland Park, IL

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