Shannon McCue, financial advisor Haddon Township NJ

Shannon McCue

CRD Number: 5910807
Current Firm: Philadelphia Investment Partners, LLC

Shannon McCue (CRD# 5910807) is an Investment Advisor Representative working at Philadelphia Investment Partners, LLC in Haddon Township, NJ and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Philadelphia Investment Partners, LLC Voorhees, NJ Jul 2017 - Current 6
Mycio Wealth Partners, LLC Philadelphia, PA Aug 2016 - May 2017 < 1
Fortiter Wealth Management Houston, TX Sep 2014 - Aug 2016 1
Deutsche Bank Securities Inc. New York, NY Jan 2011 - Sep 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Shannon L. McCue
Phone Number: 856-210-6779
Firm Website: http://piplp.com/
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    108
    MILLIONS
  • Total Number of Accounts
    288
    ACCOUNTS
  • Average Account Value
    $374,159
Compensation Options
  • A percentage of assets under your management
  • Performance-based 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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

NJ, PA, TX

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