Peter Shanahan, financial advisor New York NY

Peter Shanahan

CRD Number: 1386092
Current Firm: Steward Partners Investment Advisory, LLC

Peter Shanahan (CRD# 1386092) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 38 years of experience in the finance industry. Peter Shanahan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Origin Investment Advisory LLC
Professional Designations
Company Name Location Dates Years
Steward Partners Investment Solutions, LLC Hendersonville, NC May 2022 - Current 1
Steward Partners Global Advisory, LLC Hendersonville, NC May 2021 - Current 2
Steward Partners Investment Advisory, LLC Hendersonville, NC May 2021 - Current 2
Raymond James Financial Services, Inc. Hendersonville, NC May 2021 - May 2022 1
Robert W. Baird & Company Incorporated Hendersonville, NC Oct 2019 - May 2021 1
J.j.b. Hilliard W.l. Lyons, LLC Hendersonville, NC Feb 2013 - Oct 2019 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1985
S65 NASAA Investment Advisors Law Examination Mar 1992
Contact Info for Peter H. Shanahan
Phone Number: 212-364-0364
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    12,169
    MILLIONS
  • Total Number of Accounts
    27,637
    ACCOUNTS
  • Average Account Value
    $440,314
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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