Peter Shea
Quantitative Solutions · Franklin, Tennessee
Peter Shea is a fee-only financial advisor at Quantitative Solutions in Franklin, Tennessee, who holds the CFP credential. Quantitative Solutions reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Quantitative Solutions |
|---|---|
| Based in | Franklin, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $14.1M across 26 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TN · CRD 5693176 |
| Exams passed | Series 63 (2011) · Series 65 (2009) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
How Peter's firm compares
- Quantitative Solutions's average account is about $541,000, from its Form ADV (assets managed divided by 26 accounts).
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Questions about Peter
Is Peter Shea a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and Quantitative Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Peter charge for financial advice?
Peter's firm, Quantitative Solutions, reports charging a percentage of assets on its SEC Form ADV.
Where is Peter Shea based?
Peter Shea is based in Franklin, Tennessee.
What credentials does Peter Shea hold?
Peter Shea holds the CFP credential.
Is Peter Shea registered with the SEC?
Yes. Peter Shea is registered as an investment adviser representative in TN (CRD 5693176), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Quantitative Solutions manage?
Quantitative Solutions reports $14.1M across 26 accounts in assets under management.
How do I contact Peter Shea?
Contact details aren't on file yet. Search for Quantitative Solutions.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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