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FIRM PROFILE
Overview
SHEA & COMPANY is located at 111 Huntington Avenue Suite 2900, Boston, MA 02199 and was first established at Boston, Massachusetts in 01/25/2005. After operating for 21 years, SHEA & COMPANY has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of SHEA & COMPANY’s clients are individuals and 0% of their clients are high net worth individuals. SHEA & COMPANY has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at SHEA & COMPANY are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access SHEA & COMPANY‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at SHEA & COMPANY. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
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Understanding the Statistics for SHEA & COMPANY and How They Compare to Other Firms Through Our Analysis
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FIRM INFORMATION
111 Huntington Avenue Suite 2900, Boston, MA 02199
111 Huntington Avenue Suite 2900, Boston, MA 02199
Small
(617) 896-2247
Massachusetts since 01/25/2005
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at SHEA & COMPANY
Michael Scott Barker
Christopher Jeffrey Pingpank
Daniel Stewart Beaton
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