Elizabeth Shea (CRD# 2443553) is an Investment Advisor Representative working at Pathstone in Boston, MA and has over 30 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pathstone | Boston, MA | Jul 2023 - Current | < 1 |
| Pathstone Federal Street | Boston, MA | Jun 2016 - Jul 2023 | 7 |
| Pathstone Federal Street | Boston, MA | Jan 2016 - Jun 2016 | < 1 |
| Federal Street Advisors, Inc. | Boston, MA | Jul 2014 - Dec 2015 | 1 |
| Loring Wolcott & Coolidge | Boston, MA | Feb 2010 - Jul 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1994 |
- MA
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Total Assets Under Management48,258MILLIONS
-
Total Number of Accounts25,825ACCOUNTS
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Average Account Value$1,868,660
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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