Michael
Shanley
Capital Analysts
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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
Services Offered
Fee Structure
Office Location
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Capital Analysts Brokerage Details
$7,095,906,836
705
22,363
$317,306
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
Lincoln Investment
Capital Analysts
John Hancock Advisers, LLC
John Hancock Distributors LLC
John Hancock Funds, LLC
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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