Kathryn
Shea
David Wendell Associates, Inc
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About this Advisor
Kathryn Shea is a financial advisor working in Portsmouth, New Hampshire with a total of 19 years of industry experience. Shea currently works for David Wendell Associates, Inc. Over the course of their career, they have held roles at David Wendell Associates and David Wendell Associates, Inc. Shea has a Series 65 license, designating them as an investment advisor representative, and is approved to work in New Hampshire and Texas. David Wendell Associates, Inc is an advisory company that has its headquarters in Portsmouth, NH. It manages $1 billion in total assets between its 470 customer accounts, making it one of the bigger investment advisory firms in the United States by assets under management. The firm serves 15 charities and foundations. Of its 470 client accounts, 42% are held by high-net-worth individuals who have more than $1 million in investable assets. David Wendell Associates, Inc offers a few services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors typically are based on the type of services offered. However, fees billed by David Wendell Associates, Inc can include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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David Wendell Associates, Inc Brokerage Details
$1,100,371,000
6
470
$2,341,215
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Kathryn Shea Work History
Kathryn has been registered as a financial advisor for 19 years.*
David Wendell Associates
David Wendell Associates
David Wendell Associates
David Wendell Associates, Inc
*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 Kathryn Shea 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 David Wendell Associates, Inc
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
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