Shea & Company

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
22
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
150965
Registered since
July 13, 2010
Website
sheaco.com

Firm profile

FINTRX

Overview

Shea & Company is organized as a limited liability company and is classified in the data as an investment bank. The firm is listed as individually owned. The FINTRX entry contains very little about client-facing activities: no descriptions of advisory services, business lines, or target client segments were supplied. The snapshot flags several operational characteristics: Shea & Company is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not a newly formed adviser, does not act as a pension consultant, and is not listed as a related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 22
  • Daniel Beaton

    Daniel Beaton

    FinOpCRD 4240769

  • Michael Barker

    Michael Barker

    Managing DirectorCRD 2368655

  • Michael Shea

    Michael Shea

    Managing DirectorCRD 2712976

Unlock 19 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
111 Huntington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth