Kelly Shanahan, financial advisor Hull MA
89 score

Kelly Shanahan

CRD Number: 6189014
Current Firm: Global View Capital Management, Ltd

Kelly Shanahan (CRD# 6189014) is an Investment Advisor Representative working at Global View Capital Management, Ltd in Hull, MA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Global View Capital Management Waukesha, WI Oct 2014 - Current 2
Global View Capital Insurance Waukesha, WI Oct 2014 - Current 2
Purshe Kaplan Sterling Investments Albany, NY Sep 2014 - Current 2
Transamerica Financial Advisors, Inc. Hull, MA Apr 2013 - Sep 2014 1
Self-employed Business Analyst Consultant Hull, MA Sep 2001 - Sep 2014 13
Ariett Business Solutions Inc. Pembroke, MA Jun 2012 - Sep 2012 < 1
Broniec Associates Inc. Canton, MA Oct 2008 - May 2012 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Kelly A. Shanahan
Phone Number: 262-650-1030
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    257
    MILLIONS
  • Total Number of Accounts
    6,000
    ACCOUNTS
  • Average Account Value
    $42,794
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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