Michael
Shanley

Capital Analysts

CRD#5519800
Investment Advisor
in Hanover, MA

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About this Advisor

Michael Shanley is a financial advisor based in Hanover, Massachusetts, working with Capital Analysts. Michael has previously held positions at John Hancock, John Hancock Funds, LLC, John Hancock Distributors LLC, John Hancock Advisers, LLC, Lincoln Investment, and Capital Analysts. Michael has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Massachusetts. Currently, Michael is part of Capital Analysts, which operates out of Hanover, Massachusetts. The firm has 277 offices and 705 employees. The firm manages assets totaling $7.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Capital Analysts includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Hanover, MA

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Capital Analysts Brokerage Details

Total Assets Under Management

$7,095,906,836

MA Average: $15,833,994,310
Total Number of Employees

705

MA Average: 41
Total Number of Accounts

22,363

MA Average: 3,342
Average Account Size

$317,306

MA Average: $4,737,880

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Michael Shanley Work History

2020 - Present (4 years)

Lincoln Investment

2020 - Present (4 years)

Capital Analysts

2018 - 2019 (1 year)

John Hancock Advisers, LLC

2012 - 2019 (7 years)

John Hancock Distributors LLC

2011 - 2019 (8 years)

John Hancock Funds, LLC

2010 - 2019 (9 years)

John Hancock

Disclosures

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

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Kent Niebuhr
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