Patrick
Shea
Focused Wealth Management, Inc
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About this Advisor
Patrick Shea is a financial advisor based in Newburgh, New York, working with Focused Wealth Management, Inc. Patrick has previously held positions at Mount Saint Mary College, Focused Wealth Management, Inc, Warwick Valley Central School District, Securities America, Inc, and Osaic Wealth, Inc. Patrick has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Patrick is part of Focused Wealth Management, Inc, which operates out of Newburgh, New York. The firm has 18 employees and manages assets totaling $1.2 billion. The firm 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 pension consulting services. The fee structure at Focused Wealth Management, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Focused Wealth Management, Inc Brokerage Details
$1,183,645,956
18
1,980
$597,801
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Patrick Shea Work History
Osaic Wealth, Inc
Focused Wealth Management, Inc
Securities America, Inc
Mount Saint Mary College
Warwick Valley Central School District
Disclosures
Please visit the SEC profile of Patrick 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 Focused Wealth Management, Inc
Newburgh, NY
Newburgh, NY
Newburgh, NY
Newburgh, NY
Newburgh, NY
Newburgh, NY
Newburgh, NY
Newburgh, NY
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