Ellen Shea, financial advisor Rehoboth Beach DE

Ellen Shea

CRD Number: 1325779
Current Firm: Bell Rock Capital, LLC

Ellen Shea (CRD# 1325779) is an Investment Advisor Representative working at Bell Rock Capital, LLC in Rehoboth Beach, DE and has over 36 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.

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Professional Designations
Company Name Location Dates Years
Bell Rock Capital, LLC Rehoboth Beach, DE Sep 2018 - Current 2
Igstaedter Foundation Ridgefield, CT Jan 1992 - Current 29
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
Contact Info for Ellen P. Shea
Phone Number: 302-227-7608
Firm Website: https://www.200deep.com
Registered State(s):
  • DE
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States


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