Investment adviser representative · Final Ascent Wealth Advisors, LLC
Edward S. Shea
CRD 6039184 · Lafayette, LA
At a glance
Edward S. Shea is an investment adviser representative with Final Ascent Wealth Advisors, LLC in Lafayette, LA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Edward’s SEC record dates to 2012, about 14 years ago.
Current advisory firm
- Final Ascent Wealth Advisors, LLCSince July 2022Lafayette, LA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2012 (14 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Edward’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.