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SHEA FINANCIAL ADVISORS

· CRD 125606 · IAPD ↗ · 203-966-9651

$118.6MRegulatory AUM
2Advisory reps
2Employees
2Clients
26-50Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2025 — SHEA FINANCIAL ADVISORS (location n/a) is newly SEC-registered with $116.5M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.