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Kyle J Pilachowski

Shea & Company, LLC

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About Kyle J Pilachowski

Kyle Pilachowski is a financial professional with Shea & Company, LLC. Kyle has a strong background in the financial industry, having successfully passed the Series 63, Series 79TO, and SIE exams. Kyle is registered with the state of Massachusetts. Kyle is dedicated to providing exceptional financial guidance and support to clients.

Firm Information

Kyle Pilachowski is currently registered with Shea & Company, LLC. Shea & Company, LLC is a Limited Liability Company formed on January 25, 2005. It is registered in California, Massachusetts, and New York. The firm has one approved SEC registration and three approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

16

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.

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.

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Kyle Pilachowski’s Registration & Firm History

MA

01/01/2024 - Present

Shea & Company, LLC (BOSTON MA)

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Licenses & Designations

BC

Issued 07/09/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/28/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 11/29/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kyle J Pilachowski.
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