Shawn KeaneCRD Number: 4484740
Current Firm: Smithbridge Asset Management Inc.
Shawn Keane (CRD# 4484740) is an Investment Advisor Representative working at Smithbridge Asset Management Inc. in Chadds Ford, PA and has over 15 years of experience in the finance industry. Shawn Keane has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Clothier Springs Capital Management, LLC
Sensenig Capital Advisors, Inc.
Dedicated Investment Advisers LLC
|Smithbridge Asset Management Inc.||Chadds Ford, PA||Jul 2016 - Current||1|
|Mml Investors Serviecs, Inc.||New Castle, DE||Mar 2003 - Jul 2016||13|
|Massmutual Life Insurance Company||New Castle, DE||Feb 2003 - Jul 2016||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2002|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
Total Assets Under Management182MILLIONS
Total Number of Accounts246ACCOUNTS
Average Account Value$738,352
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, DE, PA, TX