Jaclyn
Shaughnessy
Mill Creek Capital Advisors, LLC
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About this Advisor
Jaclyn Shaughnessy is a financial advisor operating out of Conshohocken, Pennsylvania, with 4 years of relevant experience. Shaughnessy currently works for Mill Creek Capital Advisors, LLC. Their career trajectory has included roles at The Vanguard Group, Inc and Mill Creek Capital Advisors, LLC. Shaughnessy holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Pennsylvania. Mill Creek Capital Advisors, LLC is a business based out of Conshohocken, PA. The firm has offices in two locations and a total of 39 financial advisors. It administers $8 billion in total assets among its 385 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 49 charities and foundations. Of its 385 customer accounts, 76% are associated with high-net-worth individuals who have more than $1 million in investable assets. Mill Creek Capital Advisors, LLC has a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules are based on which services the firm provides the client. However, fees billed by Mill Creek Capital Advisors, LLC may include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mill Creek Capital Advisors, LLC Brokerage Details
$7,876,358,125
39
385
$20,458,073
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jaclyn Shaughnessy Work History
Jaclyn has been registered as a financial advisor for 4 years.*
Mill Creek Capital Advisors, LLC
The Vanguard Group, 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 Jaclyn Shaughnessy 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 Mill Creek Capital Advisors, LLC
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
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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