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Peter Miah Falvey

Shea & Company, LLC

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About Peter Miah Falvey

Peter Falvey is a financial advisor with Shea & Company, LLC. Peter has been in the financial services industry since 1999. Peter is registered with the state of Massachusetts as a broker. Prior to Shea & Company, LLC, Peter worked for firms including Armory Securities, LLC, Morgan Keegan & Company, Inc., Revolution Partners, LLC, FleetBoston Robertson Stephens Inc., BancAmerica Robertson Stephens, and Paine Webber Incorporated.

Firm Information

Peter Falvey 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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Peter Falvey’s Registration & Firm History

MA

11/13/2014 - Present

Shea & Company, LLC (BOSTON MA)

MA

05/15/2012 - 11/19/2014

ARMORY SECURITIES, LLC (BOSTON MA)

MA

12/17/2008 - 05/01/2012

MORGAN KEEGAN & COMPANY, INC. (BOSTON MA)

MA

11/08/2001 - 12/31/2008

REVOLUTION PARTNERS, LLC (BOSTON MA)

CA

09/01/1998 - 03/10/2000

FLEETBOSTON ROBERTSON STEPHENS INC. (SAN FRANCISCO CA)

CA

05/06/1998 - 09/01/1998

BANCAMERICA ROBERTSON STEPHENS (SAN FRANCISCO CA)

NJ

09/04/1997 - 04/16/1998

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

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Licenses & Designations

BC

Issued 09/03/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/28/2001

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/02/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter Miah Falvey.
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