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 is classified in the data as an investment bank. The firm is listed as individually owned. The FINTRX entry contains very little about client-facing activities: no descriptions of advisory services, business lines, or target client segments were supplied. The snapshot flags several operational characteristics: Shea & Company is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not a newly formed adviser, does not act as a pension consultant, and is not listed as 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
Daniel Beaton
FinOpCRD 4240769
Michael Barker
Managing DirectorCRD 2368655
Michael Shea
Managing DirectorCRD 2712976
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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