Michael E. Shea

8TH STREET INVESTMENTS

ALEXANDRIA, VA 22314

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CRD#: 5196575

Professional summary

Michael Edward Shea, CFP® is a registered financial advisor currently at 8TH STREET INVESTMENTS, LLC located in Alexandria, Virginia.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Michael has worked at 2 firms and has passed the Series 63 and Series 7 exams.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Edward 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®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

November 6, 2008 - Present

8TH STREET INVESTMENTS, LLC

Office #1: 1800 Diagonal Road Suite 600, Alexandria, VA 22314

RIA

CRD#: 148727

ALEXANDRIA, VA

Past

September 20, 2006 - March 6, 2008

UST SECURITIES CORP.

CRD#: 13906

WASHINGTON DC, DC

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".

8TH STREET INVESTMENTS, LLC

CRD#: 148727 / SEC#: 801-121413

RIA

Registered Investment Advisory firm - (6/4/2021 Approved)

District of Columbia

Registered Investment Advisory firm - (6/9/2021 Terminated)

Virginia

Registered Investment Advisory firm - (6/22/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

District of Columbia
(6/21/2012)

IAR

South Carolina
(6/8/2021)

IAR

Virginia
(11/6/2008)

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.

Exams

State Security Law Exam

Series 63

Date: 1/17/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/19/2006

General Securities Representative Examination

Current Firm

8TH STREET INVESTMENTS, LLC

CRD#: 148727 / SEC#: 801-121413

RIA

Registered Investment Advisory firm - (6/4/2021 Approved)

District of Columbia

Registered Investment Advisory firm - (6/9/2021 Terminated)

Virginia

Registered Investment Advisory firm - (6/22/2021 Terminated)

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Contact information

Main Address

1800 Diagonal Road Suite 600, Alexandria, VA 22314

Mailing Address

Phone number

(703) 519-0962

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

8TH STREET DISCLOSURE BROCHURE (MARCH 14, 2025) (3/14/2025)

Regulatory assets under management

Total Number of Accounts	203
AUM (Assets Under Management)	$ 171,725,350

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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Michael E. Shea

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Edward Shea's CRS (Customer Relationship Summary).

Certified licenses

Experience

8TH STREET INVESTMENTS, LLC

UST SECURITIES CORP.

Primary Firm SEC Registration

8TH STREET INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/17/2007

Series 7

Date: 9/19/2006

Current Firm

8TH STREET INVESTMENTS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

8TH STREET INVESTMENTS, LLC

TRUST BUT VERIFY

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