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Owner / Sole Proprietor / CCO · Shea Financial Advisors

Brian M. Shea

CRD 2558739 · Named on Form ADV at one SEC-registered adviser

At a glance

Shea Financial Advisors, an SEC-registered wealth manager with $119 million in regulatory assets, lists Brian M. Shea on its Form ADV as Owner / Sole Proprietor / CCO, a control person.

Firms and roles

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Brian’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.