Kelly Ann Shanahan
Investment adviser representative at Global View Capital Management LLC
25 yearsExperience
1 stateRegistered in
$775.2MFirm assets
14 yearsFirm in business
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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
25 years in the industry.
- Global View Capital Management, LLCOct 2014 to now
- Global View Capital Insurance Services, LLCOct 2014 to now
- Global View Capital Advisors, LLCAug 2014 to now
- Kelly Shanahan, Self-employed Business Analyst ConsultantSep 2001 to now
- Purshe Kaplan Sterling InvestmentsSep 2014 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (VT).
Global View Capital Management LLC
$775.2MAssets managed
3,819Clients
101Advisers
14 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
- 6189014
- Firm CRD
- 158292