Sean McShea (CRD# 4215396) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Holden, MA and has over 23 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 2931681
Lpl Financial LLC
CRD# 4441672
Bolton Global Asset Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sage Advisory Services, Ltd Company | Austin, TX | Dec 2018 - Current | 5 |
| Unemployed | Holden, MA | Jan 2018 - Dec 2018 | < 1 |
| Agincourt, Ltd | Hamilton, | Aug 2006 - Dec 2017 | 11 |
| Ryan Labs, Inc. | New York, NY | Nov 1993 - Dec 2017 | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2000 |
| S65 | NASAA Investment Advisors Law Examination | May 2019 |
- MA
- TX
-
Total Assets Under Management22,694MILLIONS
-
Total Number of Accounts8,128ACCOUNTS
-
Average Account Value$2,792,076
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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