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Erin Eileen O'Shea

Investment adviser representative at 17 Capital Partners, LLC
13 yearsYears since first job or exam
5 statesRegistered in
$246.4M
5 yearsFirm in business

How is this counted?

Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

Experience

13 years since the first job or state securities exam on the SEC record. Counts all jobs listed.

  1. 17 Capital Partners, LLCAug 2026 to now
  2. The Vanguard Group, Inc.Mar 2025 to Aug 2026
  3. Vanguard Marketing CorporationMar 2025 to Aug 2026
  4. UnemployedApr 2024 to Mar 2025
  5. ThredupApr 2022 to Mar 2024
  6. Seed SpotMay 2019 to Apr 2022
  7. UnemployedSep 2018 to May 2019
  8. University of BurgundyJul 2018 to Aug 2018
  9. GodaddyAug 2013 to Jun 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2025
  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 5 states (CA, MI, NE, NH, TX).

17 Capital Partners, LLC

$246.4M
190Clients
4Advisers
5 yearsIn business

Official records

Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

8041559
283013
Advisor's SEC record (opens in a new tab)
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