Shea & Company

Broker-DealerFINRA MemberEst. 2010
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 public records as an investment bank. The firm has been SEC-registered since 2010 and is owned by an individual. Available snapshot metadata indicates Shea & Company does not act as a capital allocator, is not flagged as an active ESG investor, and is not identified as a pension consultant, related adviser, or a newly formed adviser. Disclosure entries do not include specifics about the firm’s client segments, fee schedule, or the advisory services it offers, so there is limited visibility into its day-to-day business activities from the data provided.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 22
  • Robert Hoffman

    Robert Hoffman

    Vice PresidentCRD 6237616

  • William Broughton

    William Broughton

    PrincipalCRD 6530136

  • Joshua Owczarski

    Joshua Owczarski

    Vice PresidentCRD 7093996

Unlock 19 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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