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Shawn M. Young Eagle

VISTA WAY ADVISORS
Charlestown, MA
Some features on this profile are disabled
CRD#: 6261098
SY

Professional summary

Shawn Malen Young Eagle, who also goes by Shawn Eagle, Shawn Y. Eagle, Shawn Y. Eagle, Shawn Malen Young-eagle, is a registered financial advisor currently at VISTA WAY ADVISORS located in Charlestown, Massachusetts.

Shawn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Shawn has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Shawn Eagle | Shawn Y. Eagle | Shawn Y. Eagle | Shawn Malen Young-Eagle

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.
Other Business Activities; Berklee College of Music; Mentor; Boston, MA 02115; Not Investment Related; Feb 2020; 0-9 hours per month; 0 during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shawn Malen Young Eagle's 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

December 13, 2022 - Present

VISTA WAY ADVISORS

RIA
CRD#: 309652
Charlestown, MA
Past

June 19, 2019 - December 13, 2022

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Boston, MA
Past

June 19, 2019 - December 13, 2022

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Boston, MA
Past

May 12, 2015 - June 19, 2019

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

RIA
CRD#: 108257
BOSTON, MA
Past

May 1, 2015 - June 19, 2019

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

BD
CRD#: 840
BOSTON, MA
Past

March 5, 2014 - April 15, 2015

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
MERRIMACK, NH
Past

November 16, 2013 - April 14, 2015

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
MERRIMACK, NH

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
Florida
(3/4/2024)
IAR
Massachusetts
(12/13/2022)
IAR
Vermont
(1/18/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/25/2014
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/25/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/16/2013
General Securities Representative Examination

Current Firm

VW
VISTA WAY ADVISORS
VISTA WAY ADVISORS | VISTA WAY ADVISORS, LLC

CRD#: 309652 / SEC#:

Florida
Registered Investment Advisory firm - (3/4/2024 Approved)
Massachusetts
Registered Investment Advisory firm - (8/28/2020 Approved)
Vermont
Registered Investment Advisory firm - (1/18/2024 Approved)
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Contact information

Main Address
Charlestown, MA
Mailing Address
Phone number
(857) 205-3817
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts104
AUM (Assets Under Management)$ 20,958,570

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.

Company Information

VISTA WAY ADVISORS

CRD#: 309652Charlestown, MA

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