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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Patrick Shreenan is an investment advisor representative with Empirical Asset Management, LLC, based in Wellesley, MA. John Patrick Shreenan has been in the industry since 1985 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. John Patrick Shreenan offers a range of services, including portfolio management, financial planning, and selection of other advisors. John Patrick Shreenan is also a Registered Investment Advisor. John Patrick Shreenan holds Series 7, 31, 39, 63, 65, and 66 licenses. John Patrick Shreenan's previous employers include TIAA-CREF Individual & Institutional Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Delta Equity Services Corporation.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Model services
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
01/15/2020 - Present
Empirical Asset Management, LLC (WELLESLEY MA)
MA
01/25/2012 - 01/31/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (BRAINTREE MA)
MA
05/28/2002 - 01/10/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROCKLAND MA)
MA
06/15/1999 - 02/28/2001
DELTA EQUITY SERVICES CORPORATION (BOLTON MA)
MA
06/06/1991 - 05/28/1999
GARRETT NAGLE & CO., INC. (WOBURN MA)
MA
06/25/1988 - 07/25/1990
AMERICAN FINANCE GROUP SECURITIES CORP. (BOSTON MA)
NA
03/21/1985 - 05/26/1988
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
01/29/1985 - 04/14/1986
GARRETT NAGLE & CO., INC.
BOTH
Issued 04/24/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/08/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/1988
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 01/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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