Michael Shea (CRD# 5951906) is an Investment Advisor Representative working at Commonwealth Financial Network in West Springfield, MA and has over 9 years of experience in the finance industry.
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
CRD# 4385290
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | Waltham, MA | Aug 2018 - Current | 5 |
| Pension & Benefits Associates, Inc. | West Springfield, MA | Aug 2018 - Current | 5 |
| Blackrock | Boston, MA | Jan 2017 - Jul 2018 | 1 |
| Blackrock Investments, LLC | Boston, MA | Jan 2017 - Jul 2018 | 1 |
| Columbia Management Investment Distributors Inc. | Boston, MA | Oct 2014 - Dec 2016 | 2 |
| Pension & Benefit Associates, Inc. | West Springfield, MA | Jul 2014 - Oct 2014 | < 1 |
| Unemployed | Denver, CO | Feb 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2014 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2015 |
- MA
-
Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
-
Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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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