Patrick Andrew Shea
Investment adviser representative at Focused Wealth Management, Inc.
13 yearsExperience
1 stateRegistered in
$2.3BFirm assets
15 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
- Pension consulting
Experience
13 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Focused Wealth Management, Inc.Mar 2023 to now
- Securities America, Inc.Jul 2023 to Jun 2024
- Mount Saint Mary CollegeAug 2018 to May 2023
- Warwick Valley Central School DistrictJun 2013 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
Focused Wealth Management, Inc.
$2.3BAssets managed
2,333Clients
11Advisers
15 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
- 7658762
- Firm CRD
- 154828