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).
Total Assets Under Management58MILLION
Total Number of Accounts276ACCOUNTS
Average Account Value$209,564
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CT, NY, OH
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.