Shea & Company
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 150965
- Registered since
- July 13, 2010
- Website
- sheaco.com
Firm profile
FINTRXOverview
Shea & Company is organized as a limited liability company and has been SEC-registered since 2010. The firm is classified as an investment bank and is owned by an individual proprietor. According to the available records, Shea & Company does not operate as a capital allocator and is not identified as an active ESG investor. It is not categorized as a multi-state adviser, not newly formed, and is not listed as a pension consultant or a related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 22
Robert Hoffman
Vice PresidentCRD 6237616
William Broughton
PrincipalCRD 6530136
Joshua Owczarski
Vice PresidentCRD 7093996
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 111 Huntington Ave
- Time zone
- ET (UTC-5)
- Office locations
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