Paul
Shaughnessy

Mrp Capital Investments, LLC

CRD#2704736
Investment Advisor
in Alpharetta, GA

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About this Advisor

Paul Shaughnessy is a financial advisor based in Alpharetta, Georgia, working with Mrp Capital Investments, LLC. Paul has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Suntrust Investment Services, Inc, Suntrust Advisory Services, Inc, Mrp Capital Investments, LLC, Purshe Kaplan Sterling Investments, and Brookhaven Capital Group, LLC. Paul has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Georgia. Currently, Paul is part of Mrp Capital Investments, LLC, which operates out of Alpharetta, Georgia. The firm has one office and five employees. The firm manages assets totaling $172.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and other services. The fee structure at Mrp Capital Investments, LLC includes asset-based fees.

Certifications and Registrations

Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Other

Fee Structure

Percentage of Assets

Office Location

8440 Holcomb Bridge Road Suite 520
Alpharetta, GA 30022

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Mrp Capital Investments, LLC Brokerage Details

Total Assets Under Management

$172,878,794

GA Average: $3,570,121,308
Total Number of Employees

5

GA Average: 58
Total Number of Accounts

345

GA Average: 1,608
Average Account Size

$501,098

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Other

Paul Shaughnessy Work History

2021 - Present (3 years)

Brookhaven Capital Group, LLC

2020 - Present (4 years)

Purshe Kaplan Sterling Investments

2018 - Present (6 years)

Mrp Capital Investments, LLC

2017 - 2018 (1 year)

Suntrust Investment Services, Inc

2017 - 2018 (1 year)

Suntrust Advisory Services, Inc

1998 - 2016 (18 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Please visit the SEC profile of Paul Shaughnessy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mrp Capital Investments, LLC

Macarther Plumart
Alpharetta, GA
Paul Damm
Alpharetta, GA
Paul Shaughnessy
Alpharetta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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