Shawn CorcoranCRD Number: 6130370
Current Firm: Strategic Advisers, Inc.
Shawn Corcoran (CRD# 6130370) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Thousand Oaks, CA and has over 4 years of experience in the finance industry.
Fried Asset Management, Inc.
Greyfox Investors LLC
|Fidelity Investments||Schaumburg, IL||Aug 2012 - Current||4|
|Neiman||Harrisburg, PA||Sep 2011 - May 2012||< 1|
|Elizabethtown College||Elizabethtown, PA||Sep 2008 - May 2012||3|
|Clark Associates||Lancaster, PA||Jun 2011 - Aug 2011||< 1|
|Impact Performance||Wellesley, MA||Jun 2010 - Aug 2010||< 1|
|Unemployed||Wellesley, MA||May 2008 - Jun 2010||2|
|Bryant University||Smithfield, RI||Sep 2007 - May 2008||< 1|
|Unemployed||Smithfield, RI||May 2007 - Sep 2007||< 1|
|Hershey High School||Hershey, PA||Sep 2006 - May 2007||< 1|
|Unemployed||Hershey, PA||May 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2013|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV
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