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 FINTRX as an investment bank. The firm first registered with the SEC in 2010 and is owned by an individual. FINTRX flags the firm as not acting as a capital allocator and not as an active ESG investor. It is not recorded as a multi-state adviser, pension consultant, or 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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