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Sean Francis McShea

Sage Advisory Services Ltd. Co.

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About Sean Francis McShea

Sean Francis McShea is an investment advisor representative with Sage Advisory Services Ltd. Co. with locations in Holden, MA and Austin, TX. Sean has been in the securities industry since 2000. Sean holds the Series 3, Series 63 and Series 7 securities licenses. Sean is registered to provide investment advice in Massachusetts and Texas. Sean is experienced in portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Sean previously worked at Agincourt, LTD in Hamilton, Bermuda and Ryan Labs Securities, Inc. in New York City, NY.

Firm Information

Sean McShea is currently registered with Sage Advisory Services Ltd. Co.. Sage Advisory Services Ltd. Co. is an investment advisor headquartered in Austin, TX. They manage approximately $22.7 billion in assets and serve a variety of clients, including high-net-worth individuals, corporations, charitable organizations, pension plans, and insurance companies. The firm offers portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also provide pension consulting and model provision strategies.
Sage Advisory Services Ltd. Co.

5900 SOUTHWEST PARKWAY

AUSTIN, TX 78735-6202

$22.69B

Assets Under Management

15

Total Clients

34

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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model provision strategies

Model provision strategies

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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fixed fees

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

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percentage of assets

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

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Sean McShea’s Registration & Firm History

MA

05/09/2019 - Present

Sage Advisory Services Ltd. Co. (Holden MA)

NA

07/19/2007 - 12/31/2010

AGINCOURT, LTD. (PEMBROKE )

NY

07/28/2000 - 10/02/2006

RYAN LABS SECURITIES, INC. (NEW YORK CITY NY)

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Licenses & Designations

IA

Issued 05/09/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/05/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/11/2016

Series 3 - National Commodity Futures Examination

BC

Issued 07/27/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sean Francis McShea.
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