Shawn Richard Keane
Investment adviser representative at Smithbridge Asset Management, Inc.
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$830.7MFirm 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
10 years in the industry.
- Smithbridge Asset Management, Inc.Jul 2016 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Smithbridge Asset Management, Inc.
$830.7MAssets managed
513Clients
6Advisers
29 yearsIn 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
- 4484740
- Firm CRD
- 106261