William K. Shea

SKYWAY CAPITAL MARKETS

Tampa, FL 33602

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CRD#: 2366009

Professional summary

William Kirk Shea, who also goes by Bill Shea, Billy Shea, is a registered financial professional currently at SKYWAY CAPITAL MARKETS, LLC located in Tampa, Florida.

William is registered as a RR (Registered Representative) and started their career in finance in 1995. William has worked at 7 firms and has passed the Series 63, SIE, Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Bill Shea | Billy Shea

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view William Kirk Shea's CRS (Customer Relationship Summary).

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®

None

Experience

Current

October 23, 2019 - Present

SKYWAY CAPITAL MARKETS, LLC

Office #1: 100 North Tampa Street Suite 3550, Tampa, FL 33602

CRD#: 124630

Tampa, FL

Past

July 26, 2022 - March 4, 2025

COBALT CAPITAL, INC.

CRD#: 136161

LAKE MARY, FL

Past

October 9, 2017 - September 4, 2019

INTERNATIONAL ASSETS ADVISORY, LLC

CRD#: 10645

ORLANDO, FL

Past

April 25, 2017 - October 17, 2017

EMERSON EQUITY LLC

CRD#: 130032

SAN MATEO, CA

Past

May 16, 2007 - January 3, 2017

RIDGEWOOD SECURITIES CORPORATION

CRD#: 15453

MONTVALE, NJ

Past

January 31, 2001 - August 8, 2005

PACIFIC SELECT DISTRIBUTORS, LLC

CRD#: 4452

NEWPORT BEACH, CA

Past

August 8, 1995 - January 8, 2001

MFS FUND DISTRIBUTORS, INC.

CRD#: 31052

BOSTON, MA

State Registrations and Notice Filings

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

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(10/23/2019)

Exams

State Security Law Exam

Series 63

Date: 12/14/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 22

Date: 4/4/2007

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 7/27/1995

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

SKYWAY CAPITAL MARKETS, LLC

SKYWAY ADVISORS, LLC | SKYWAY CAPITAL MARKETS, LLC

CRD#: 124630 / SEC#: , 8-65702

Broker-Dealer Firm Regulated by FINRA (Florida district office)

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Contact information

Main Address

100 North Tampa Street Suite 3550, Tampa, FL 33602

Mailing Address

100 North Tampa Street Suite 3550, Tampa, FL 33602

Phone number

(813) 210-9530

Established

Florida since 09/17/2002

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (51 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
CAYMUS CAPITAL HOLDINGS, LLC	OWNER
CARTER, ANA R	CHIEF FINANCIAL OFFICER	4424794
FREEMAN, MICHAEL ALLEN	OWNER	1269039
MEUNIER, CHRISTOPHER JABOA	CHIEF COMPLIANCE OFFICER	7407392
OVERBY, ROGER LYNN	OWNER	1919255
TRABER, MARTIN ALBERT	OWNER	6717637
WOOMER, ROBERT	CHIEF EXECUTIVE OFFICER	4255937

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.

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Advisor Monitoring

Firm Stability Insights

William K. Shea

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view William Kirk Shea's CRS (Customer Relationship Summary).

Certified licenses

Experience

COBALT CAPITAL, INC.

INTERNATIONAL ASSETS ADVISORY, LLC

EMERSON EQUITY LLC

RIDGEWOOD SECURITIES CORPORATION

PACIFIC SELECT DISTRIBUTORS, LLC

MFS FUND DISTRIBUTORS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 12/14/1995

SIE

Date: 10/1/2018

Series 22

Date: 4/4/2007

Series 6

Date: 7/27/1995

FINRA

Current Firm

SKYWAY CAPITAL MARKETS, LLC

Contact information

FINRA licenses (51 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

SKYWAY CAPITAL MARKETS, LLC

TRUST BUT VERIFY

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