Ellen Shea (CRD# 1325779) is an Investment Advisor Representative working at Bryn Mawr Capital Management, LLC in Rehoboth Beach, DE and has over 39 years of experience in the finance industry. Ellen Shea 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.
CRD# 5306985
Lpl Financial LLC
CRD# 5739173
Ballast Financial Advisors, LLC
CRD# 6085208
Diversify Advisory Services, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bryn Mawr Capital Management, LLC | Rehoboth Beach, DE | Aug 2023 - Current | < 1 |
| Igstaedter Foundation | Ridgefield, CT | Jan 1992 - Current | 32 |
| Bell Rock Capital, LLC | Rehoboth Beach, DE | Sep 2018 - Aug 2023 | 4 |
| The Thrush Group | Westport, CT | Jan 2017 - Aug 2018 | 1 |
| Conde Nast Cause Marketing | Wilton, CT | Mar 2016 - Oct 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1984 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2017 |
- DE
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Total Assets Under Management3,036MILLIONS
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Total Number of Accounts3,390ACCOUNTS
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Average Account Value$895,505
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
CA, CO, CT, DC, DE, FL, MA, MD, ME, MN, NC, NH, NJ, NY, OH, PA, SC, TX, VA, WA
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