Shea Financial Advisors
Shea Financial Advisors (CRD# 125606) is a financial advisory firm headquartered in New Canaan, CT. They manage $72,487,487 in 72 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Shea Financial Advisors
By the Numbers
-
Total Assets Under Management72MILLION
-
Total Number of Accounts72ACCOUNTS
-
Average Account Value$1,006,771
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, NY, OH
Financial Advisors at Shea Financial Advisors
1
Matthew Yerkes (CRD# 4547403) is an Investment Advisor Representative working at Shea Financial Advisors in New Richmond, OH and has over 24 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.