Brian Michael Shea
Investment adviser representative at Shea Financial Advisors
29 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$118.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
29 years in the industry.
- Shea Financial AdvisorsMay 2025 to now
- Shea Financial Advisors Fka (brian M. Shea, CFP, Ea)Jan 1997 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 2 states (CT, TX).
Shea Financial Advisors
Legal name: Shea, Brian Michael
$118.6MAssets managed
77Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2558739
- Firm CRD
- 125606