Shannon Leigh Mccue
Investment adviser representative at Philadelphia Investment Partners, LLC
10 yearsExperience
1 stateRegistered in
$176MFirm assets
1 yearFirm in business
Are you Shannon Leigh Mccue? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Philadelphia Investment Partners, LLCJul 2017 to now
- Mycio Wealth Partners, LLCAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Philadelphia Investment Partners, LLC
$176MAssets managed
145Clients
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
- 5910807
- Firm CRD
- 122733