Harrison SheaCRD Number: 6204199
Current Firm: Natixis Advisors, LLC
Harrison Shea (CRD# 6204199) is an Investment Advisor Representative working at Natixis Advisors, LLC in Boston, MA and has over 6 years of experience in the finance industry.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
Claybrook Capital, LLC
|Natixis Global Asset Management||Boston, MA||Aug 2015 - Current||6|
|Commonwealth Financial Network||Waltham, MA||Jun 2013 - Aug 2015||2|
|University Of New Hampshire||Durham, NH||Aug 2012 - Jun 2013||< 1|
|Ebsco Publishing Company||Ipswich, MA||Jan 2013 - Jan 2013||< 1|
|Ebsco Publishing Company||Ipswich, MA||Jun 2012 - Aug 2012||< 1|
|University Of New Hampshire||Durham, NH||Aug 2011 - Jun 2012||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2015|
Total Assets Under Management35,069MILLIONS
Total Number of Accounts30,985ACCOUNTS
Average Account Value$1,131,801
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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