Shea Financial Advisors

Shea Financial Advisors (CRD# 125606) is a financial advisory firm headquartered in New Canaan, CT. They manage $57,839,758 in 276 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    276
    ACCOUNTS
  • Average Account Value
    $209,564
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, NY, OH

Financial Advisors at Shea Financial Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Matthew A. Yerkes
CRD#: 4547403
3042 Parker Run Road, New Richmond, OH 45157
93
Wealthminder
score

Matthew Yerkes (CRD# 4547403) is an Investment Advisor Representative working at Shea Financial Advisors in New Richmond, OH and has over 16 years of experience in the finance industry.

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