Nicholas Shea (CRD# 1308350) is an Investment Advisor Representative working at Catalyst Investment Management LLC in Windham, NH and has over 39 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 1350047
Legacy Financial Solutions, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Catalyst Investment Management LLC | Windham, NH | Oct 2018 - Current | 5 |
| Fidelity Investments | Merrimack, NH | Apr 2021 - Jun 2021 | < 1 |
| Keller Williams Realty | Salem, NH | Nov 2018 - Apr 2021 | 2 |
| United Healthcare | Windam, NH | Jun 2017 - Apr 2021 | 3 |
| Private Client Services | Windham, NH | Feb 2019 - May 2019 | < 1 |
| Shea Commercial Properties | Salem, NH | Apr 2017 - Oct 2018 | 1 |
| Charles Schwab And Co | Washington, DC | Nov 2010 - Feb 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1984 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2008 |
- FL
- ME
- MA
- NH
- TX
-
Total Assets Under Management124MILLIONS
-
Total Number of Accounts240ACCOUNTS
-
Average Account Value$516,667
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, MA, ME, NH, TX
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