Michael Shanley (CRD# 5519800) is an Investment Advisor Representative working at Capital Analysts in Hanover, MA and has over 15 years of experience in the finance industry.
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
CRD# 5158798
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Investment | Fort Washington, PA | Aug 2020 - Current | 3 |
| Capital Analysts | Fort Washington, PA | Aug 2020 - Current | 3 |
| Unemployed | Boston, MA | Jul 2019 - Aug 2020 | 1 |
| John Hancock Advisers, LLC | Boston, MA | Nov 2018 - Jul 2019 | < 1 |
| John Hancock Distributors LLC | Boston, MA | Feb 2012 - Jul 2019 | 7 |
| John Hancock Funds, LLC | Boston, MA | Jul 2011 - Jul 2019 | 8 |
| John Hancock | Boston, MA | Aug 2010 - Jul 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2017 |
- MA
-
Total Assets Under Management7,096MILLIONS
-
Total Number of Accounts22,363ACCOUNTS
-
Average Account Value$317,306
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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
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