AS
Alexa L. Schwerdtfeger
SHEA & COMPANY
BOSTON, MA 02199
CRD#: 8108650
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AS
Alexa Lynn SchwerdtfegerSHEA & COMPANY
Professional summary
Alexa Lynn Schwerdtfeger is a registered financial professional currently at SHEA & COMPANY located in Boston, Massachusetts.
Alexa is registered as a RR (Registered Representative) and started their career in finance in 2025. Alexa has worked at 1 firm and has passed the Series 99TO and SIE exams.
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.
CRS (Client Relationship Summary) - BD
Click below to view Alexa Lynn Schwerdtfeger'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®
NoneExperience
Current
June 30, 2025 - Present
SHEA & COMPANY
Office #1: 111 Huntington Avenue Suite 2900, Boston, MA 02199BD
CRD#: 150965
BOSTON, MA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
General Industry/Product Exam
RR
Series 99TO
Date: 6/30/2025
Operations Professional ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
S&
SHEA & COMPANY
SHEA & COMPANY | SHEA & COMPANY, LLC
CRD#: 150965 / SEC#: , 8-68319
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information
Main Address
111 Huntington Avenue Suite 2900, Boston, MA 02199
Mailing Address
111 Huntington Avenue Suite 2900, Boston, MA 02199
Phone number
(617) 896-2247
Established
Massachusetts since 01/25/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (3 States and Territories)
Documents
Red Flags
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