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Ryan Shea

Investment Adviser Representative at Apeiron

Dallas, TXCRD #6237834Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
10 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Ryan Shea is an investment adviser representative with Apeiron in Dallas, TX, where they have been registered since 2023. They have worked in the securities industry since 2016 and have been registered with 4 firms, including Charles Schwab & Co., Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Texas.

Office

10000 North Central Expressway, Suite 700
Dallas, TX 75231

Advisors at this office: 10

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 7/3/2014
Series 63
Uniform Securities Agent State Law Examination
Passed 10/18/2013
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 10/10/2013

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

ApeironCurrent
10/13/2023 – Dallas, TX
Charles Schwab & Co., Inc.
6/28/2021 – 3/31/2022Westlake, TX
Merrill Lynch, Pierce, Fenner & Smith Incorporated
6/29/2017 – 3/27/2020Colleyville, TX
Strategic Advisers, Inc.
7/11/2014 – 6/27/2017Westlake, TX

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Fidelity Investments
    Jul 2011 – Jun 2017Denver, CO
  2. Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Jun 2017 – Mar 2020Colleyville, TX
  3. BANK OF America, N.A.
    Jun 2017 – Mar 2020Colleyville, TX
  4. Charles Schwab & Co., Inc.
    Jun 2021 – Mar 2022Westlake, TX
  5. Charles Schwab BANK, SSB
    Jun 2021 – Mar 2022Westlake, TX
  6. Unemployed
    Mar 2020 – Jun 2021Fort Worth, TX
  7. Unemployed
    Mar 2022 – Mar 2023Fort Worth, TX
  8. Lowes HOME Improvement
    Mar 2023 – Sep 2023Keller, TX
  9. Apeiron RIA, LLC
    Oct 2023 – no end date reportedDallas, TX

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Apeiron

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm's annual rate schedule by assets
  • $0 to $250,0001.95%
  • $250,001 to $500,0001.85%
  • $500,001 to $1,000,0001.75%
  • $1,000,001 to $2,000,0001.65%

+1 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit Sharing

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
11
Offices listed on AdvisorFinder:
3
Main office:
Dallas, TX
SEC file number:
801-110974

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of May 26, 2026

View full firm profile

Other advisors at Apeiron

10 other advisors in the directory

View Apeiron firm profile

Similar advisors in Dallas, TX

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ryan Shea has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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