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PS

Peter R. Shea

QUANTITATIVE SOLUTIONS
Franklin, TN
Some features on this profile are disabled
CRD#: 5693176
PS

Professional summary

Peter Ryan Shea, CFP® is a registered financial advisor currently at QUANTITATIVE SOLUTIONS, LLC located in Franklin, Tennessee.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Peter has worked at 2 firms and has passed the Series 63, Series 65 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I am currently working as a real estate advisor at a commercial real estate services firm in Brentwood, TN. It is related to investments because we market commercial properties to investors. I keep this activity separate from my RIA.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Ryan Shea's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Experience

Current

January 22, 2019 - Present

QUANTITATIVE SOLUTIONS, LLC

RIA
CRD#: 159493
Franklin, TN
Past

February 6, 2018 - December 31, 2018

QUANTITATIVE SOLUTIONS, LLC

RIA
CRD#: 159493
FRANKLIN, TN
Past

December 13, 2011 - December 31, 2017

QUANTITATIVE SOLUTIONS, LLC

RIA
CRD#: 159493
MEMPHIS, TN
Past

January 12, 2011 - November 30, 2011

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MEMPHIS, TN
Past

December 20, 2010 - November 30, 2011

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
MEMPHIS, TN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Tennessee
(1/22/2019)

Exams

State Security Law Exam
RR
Series 63
Date: 8/2/2011
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 6/1/2009
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7
Date: 1/10/2011
General Securities Representative Examination

Current Firm

QS
QUANTITATIVE SOLUTIONS, LLC
QUANTITATIVE SOLUTIONS, LLC | SHEA, PETER RYAN

CRD#: 159493 / SEC#:

Tennessee
Registered Investment Advisory firm - (1/22/2019 Approved)
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Contact information

Main Address
Franklin, TN
Mailing Address
Phone number
(901) 682-2000
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts21
AUM (Assets Under Management)$ 11,453,731

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

QUANTITATIVE SOLUTIONS, LLC

CRD#: 159493Franklin, TN

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