Shawn M. Mauro

LIVELIFE CAPITAL PARTNERS LLC

Southborough, MA 01772

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CRD#: 5299965

Professional summary

Shawn Matthew Mauro, who also goes by Shawn N/a Mauro, Shawn Mauro, is a registered financial advisor currently at LIVELIFE CAPITAL PARTNERS LLC located in Southborough, Massachusetts.

Shawn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Shawn has worked at 5 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Shawn N/a Mauro | Shawn Mauro

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.

1. Mauro's Caf� LLC. Not Investment Related. 372 Union Street, Ashland, MA 01721. Managing Member to oversee financials. 01/2020. 2% of time. 2. Ash Brokerage. Not Investment Related. 888 S. Harrison St, Suite 900, Fort Wayne, IN 46802. Independent contractor as insurance agent. 11/2017. 2% of time. 3. Aspen Fox Real Estate LLC. Not Investment Related. 88 Frankland Road, Hopkinton, MA 01748. Managing member to oversee real estate. 3/2025. 1% of time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shawn Matthew Mauro'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 6, 2017 - Present

LIVELIFE CAPITAL PARTNERS LLC

Office #1: 144 Turnpike Road, Suite 215, Southborough, MA 01772

RIA

CRD#: 290008

Southborough, MA

Past

October 6, 2017 - January 7, 2019

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Southborough, MA

Past

June 1, 2009 - October 17, 2017

MORGAN STANLEY

RIA

CRD#: 149777

BOSTON, MA

Past

June 1, 2009 - October 17, 2017

MORGAN STANLEY

CRD#: 149777

BOSTON, MA

Past

August 8, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

BOSTON, MA

Past

August 8, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

BOSTON, MA

Past

April 15, 2008 - August 12, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

WELLESLEY HILLS, MA

Past

October 24, 2007 - August 12, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

WELLESLEY HILLS, MA

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".

LIVELIFE CAPITAL PARTNERS LLC

LIVELIFE CAPITAL PARTNERS | LIVELIFE CAPITAL PARTNERS LLC

CRD#: 290008 / SEC#: 801-111807

RIA

Registered Investment Advisory firm - (10/6/2017 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.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(10/6/2017)

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

IAR

Series 66

Date: 4/10/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 9/30/2008

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 10/23/2007

General Securities Representative Examination

Current Firm

LIVELIFE CAPITAL PARTNERS LLC

LIVELIFE CAPITAL PARTNERS | LIVELIFE CAPITAL PARTNERS LLC

CRD#: 290008 / SEC#: 801-111807

RIA

Registered Investment Advisory firm - (10/6/2017 Approved)

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Contact information

Main Address

144 Turnpike Road, Suite 215, Southborough, MA 01772

Mailing Address

Phone number

(978) 315-0230

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LIVELIFE CAPITAL PARTNERS DISCLOSURE BROCHURE, WRAP FEE PROGRAM BROCHURE, BROCHURE SUPPLEMENT AND PRIVACY POLICY (3/10/2025)

Regulatory assets under management

Total Number of Accounts	1,086
AUM (Assets Under Management)	$ 318,744,567

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

Shawn M. Mauro

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shawn Matthew Mauro's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

LIVELIFE CAPITAL PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/10/2008

SIE

Date: 10/1/2018

Series 31

Date: 9/30/2008

Series 7

Date: 10/23/2007

Current Firm

LIVELIFE CAPITAL PARTNERS LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LIVELIFE CAPITAL PARTNERS LLC

TRUST BUT VERIFY

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