Dennis Robert Shea
Investment adviser representative at Schwab Wealth Advisory, Inc.
10 yearsExperience
1 stateRegistered in
$0Firm 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.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Schwab Wealth Advisory, Inc.Jan 2026 to now
- Charles Schwab & Co., Inc.Jan 2026 to now
- UnemployedDec 2025 to Jan 2026
- Crown Mortgage ServicesMay 2025 to Dec 2025
- Burger ShackJun 2024 to Aug 2024
- Full Time EducationAug 2021 to May 2025
- Shea D Boys StableAug 2021 to May 2025
- DoordashMay 2021 to Aug 2021
- Full Time EducationAug 2017 to May 2021
- UnemployedMay 2017 to Aug 2017
- Full Time EducationJan 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
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
- 8190544
- Firm CRD
- 159035