Angela K. Shea

FAITHWARD ADVISORS

LANCASTER, PA 17601

CRD#: 5033969

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Professional summary

Angela Kay Shea, who also goes by Angela Kay Schreiber, Angela Shea, Angie Shea, Angela Kay White, is a registered financial advisor currently at FAITHWARD ADVISORS, LLC located in Lancaster, Pennsylvania and OSAIC WEALTH, INC. located in Lancaster, Pennsylvania.

Angela is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Angela has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Angela Kay Schreiber | Angela Shea | Angie Shea | Angela Kay White

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) - RIA

Click below to view Angela Kay 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

September 26, 2012 - Present

FAITHWARD ADVISORS, LLC

Office #1: 275 Hess Boulevard Suite 100, Lancaster, PA 17601

RIA

CRD#: 116978

LANCASTER, PA

Current

October 11, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 275 Hess Blvd, Lancaster, PA 17601

RIA

CRD#: 23131

LANCASTER, PA

Past

September 17, 2012 - October 11, 2024

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CRD#: 18487

LANCASTER, PA

Past

November 3, 2006 - September 24, 2012

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

LEBANON, PA

Past

November 18, 2005 - September 24, 2012

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

LEBANON, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FAITHWARD ADVISORS, LLC

CRD#: 116978 / SEC#: 801-61471

RIA

Registered Investment Advisory firm - (9/19/2002 Approved)

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.

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

North Carolina
(10/11/2024)

IAR

Pennsylvania
(9/26/2012)

Pennsylvania
(10/11/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 11/14/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/30/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/17/2005

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

FAITHWARD ADVISORS, LLC

CRD#: 116978 / SEC#: 801-61471

RIA

Registered Investment Advisory firm - (9/19/2002 Approved)

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Contact information

Main Address

275 Hess Boulevard Suite 100, Lancaster, PA 17601

Mailing Address

Phone number

(717) 560-8300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FAITHWARD ADVISORS PART 2A (4/1/2025)

Regulatory assets under management

Total Number of Accounts	6,052
AUM (Assets Under Management)	$ 906,004,988

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/28/2025	Cover Page	Report
12/26/2024	Cover Page	Report
09/28/2023	Cover Page	Report
01/26/2023	Cover Page	Report

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

Angela K. Shea

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Angela Kay Shea's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

FAITHWARD ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/14/2005

SIE

Date: 10/1/2018

Series 7

Date: 1/30/2007

Series 6

Date: 11/17/2005

FINRA

Current Firm

FAITHWARD ADVISORS, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FAITHWARD ADVISORS, LLC

TRUST BUT VERIFY

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