MCSHEA PROPERTIES, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
6
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
,
CRD number
167823

Firm profile

FINTRX

Overview

Mcshea Properties, LLC is an individually owned limited liability company that functions primarily as a sponsor and general partner for pooled investment vehicles. The firm operates in a narrowly focused capacity rather than as a multi-state or broadly registered advisory business; regulatory and classification fields in the source record are limited or unclassified. Mcshea Properties does not identify as an active ESG investor, is not presented as a pension consultant, and is not characterized as a related adviser to a larger advisory network.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 6
  • LEONARD MONGEON

    PrincipalCRD 1186901

  • LAURIE CRAFT

    PresidentCRD 6255794

  • ROBERT DICKMAN

    PrincipalCRD 6255793

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth