linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Ellen Pierce Shea

Bryn Mawr Capital Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Ellen? Claim Your Profile

About Ellen Pierce Shea

Ellen Pierce Shea is an Investment Advisor Representative at Bryn Mawr Capital Management, LLC. Ellen has been in the financial industry for over 35 years and holds Series 7, Series 63, and Series 66 licenses. Ellen is a Certified Financial Planner and a Chartered Financial Analyst. She is a member of the Igstaedter Foundation and the Thrush Group, where she has held leadership positions.

Firm Information

Ellen Shea is currently registered with Bryn Mawr Capital Management, LLC. Bryn Mawr Capital Management, LLC is an investment advisor registered with the SEC. The firm, based in Philadelphia, PA, offers a range of advisory services, including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. They manage approximately $3 billion in assets for high-net-worth individuals, charitable organizations, pensions and profit-sharing plans, corporations, and other investment advisors.
Bryn Mawr Capital Management, LLC

1818 MARKET STREET

PHILADELPHIA, PA 19103

$3.04B

Assets Under Management

322

Total Clients

43

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

sub-advisory services

Sub-advisory services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Ellen Shea’s Registration & Firm History

DE

08/08/2023 - Present

Bryn Mawr Capital Management, LLC (Rehoboth Beach DE)

CT

07/28/2017 - 09/07/2018

HIGHTOWER SECURITIES, LLC (Westport CT)

NY

07/08/1988 - 05/04/1999

LIEBER & COMPANY (WHITE PLAINS NY)

NA

03/03/1987 - 06/10/1988

TUCKER, ANTHONY & R. L. DAY, INC.

NA

09/05/1985 - 02/03/1987

DREXEL BURNHAM LAMBERT INCORPORATED

NA

12/05/1984 - 04/16/1985

GENESIS SECURITIES, INC.

Not sure if Ellen Pierce Shea is right for you?

Licenses & Designations

BOTH

Issued 10/06/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/27/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/07/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/28/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ellen Pierce Shea.
Not sure if Ellen Pierce Shea is right for you?