Shawn
Riley
Plante Moran Financial Advisors
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About this Advisor
Shawn Riley is a financial advisor based in Southfield, Michigan, working with Plante Moran Financial Advisors. Shawn has previously held positions at J.P. Morgan Securities Inc and Plante Moran Financial Advisors. Shawn has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan and Texas. Currently, Shawn is part of Plante Moran Financial Advisors, which operates out of Southfield, Michigan. The firm has 12 offices and 141 employees. The firm manages assets totaling $19.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Plante Moran Financial Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Plante Moran Financial Advisors Brokerage Details
$19,432,085,297
141
16,708
$1,163,041
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Shawn Riley Work History
Plante Moran Financial Advisors
J.P. Morgan Securities Inc
Disclosures
Please visit the SEC profile of Shawn Riley 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 Plante Moran Financial Advisors
Portage, MI
Southfield, MI
Grand Rapids, MI
Grand Rapids, MI
Southfield, MI
Southfield, MI
Flint, MI
Chicago, IL
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