Timothy
Shanahan
Compass Capital Corporation
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About this Advisor
Timothy Shanahan is a financial advisor who works in Braintree, Massachusetts with a total of 29 years of industry experience. Shanahan is an employee of Compass Capital Corporation. During their career, the advisor has held roles at Compass Capital Corp, Compass Securities Corporation, Capital Guardian, LLC, Cavalier Investments and Marketsflow Inc. Shanahan holds a Series 63 license, designating them as a securities broker, and can advise clients in Massachusetts. Compass Capital Corporation is a financial advisory company headquartered in Braintree, MA. The company has offices in three locations and a total of 17 financial advisors. It administers $476 million in total assets across its 1,327 client accounts, placing it among the larger financial advisory firms in the country by assets under management. Of its 1,327 customer accounts, just 6% are held by high-net-worth investors who have greater than $1 million in investable assets. Compass Capital Corporation has a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules usually vary depending on which services the firm provides the client. However, fee types billed by Compass Capital Corporation likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Compass Capital Corporation Brokerage Details
$476,368,663
17
1,327
$358,982
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Timothy Shanahan Work History
Timothy has been registered as a financial advisor for 29 years.*
Compass Securities Corporation
Compass Capital Corp
Marketsflow Inc
Cavalier Investments
Capital Guardian, LLC
Compass Securities Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Timothy Shanahan 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 Compass Capital Corporation
Braintree, MA
Lutz, FL
Braintree, MA
Braintree, MA
Braintree, MA
Braintree, MA
Braintree, MA
Braintree, MA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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