Shawn Thomas keisuke Mccarthy
Investment adviser representative at &partners
10 yearsExperience
1 stateRegistered in
$30.3BFirm assets
35 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 assetsHourlySubscriptionFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- &partnersSep 2026 to now
- Raymond James Financial Services Advisors, IncJun 2023 to Sep 2026
- Punahou SchoolJun 2023 to Oct 2023
- First Hawaiian BankNov 2022 to Sep 2026
- Raymond James Financial Services, Inc.Nov 2022 to Sep 2026
- Matson Inc.Jan 2022 to Oct 2022
- William S Richardson School of LawAug 2020 to Dec 2021
- Punahou SchoolJun 2019 to Jul 2020
- UnemployedJan 2019 to May 2019
- University of Hawaii- ManoaJan 2016 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (HI).
&partners
$30.3BAssets managed
62,194Clients
544Advisers
35 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
- 7179996
- Firm CRD
- 3767