linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Shawn Patrick Riley

Plante Moran Financial Advisors

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

About Shawn Patrick Riley

Shawn Patrick Riley is a financial advisor with Plante Moran Financial Advisors. Shawn has been in the industry since 2004 and holds the Series 6, 7, 63 and 65 licenses. Shawn is also a Certified Financial Planner. Plante Moran Financial Advisors is a Registered Investment Advisor that provides a variety of financial services including financial planning, portfolio management, and retirement planning.

Firm Information

Shawn Riley is currently registered with Plante Moran Financial Advisors. Plante Moran Financial Advisors is a registered investment advisor with approximately $20.53 billion in regulatory assets under management. The firm provides financial planning, portfolio management for businesses and individuals. Plante Moran Financial Advisors has 132 investment advisory professionals and serves a variety of clients, including high-net-worth individuals, families, corporations, charitable organizations and other businesses.
Plante Moran Financial Advisors

3000 TOWN CENTER

SOUTHFIELD, MI 48075

$20.53B

Assets Under Management

5

Total Clients

111

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

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

Shawn Riley’s Registration & Firm History

CO

03/20/2023 - Present

Plante Moran Financial Advisors (Denver CO)

MI

10/01/2008 - 09/29/2014

J.P. MORGAN SECURITIES LLC (BIRMINGHAM MI)

IL

01/11/2007 - 10/01/2008

J.P. MORGAN SECURITIES INC. (CHICAGO IL)

IL

07/06/2005 - 12/11/2006

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

IL

02/11/2004 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

Not sure if Shawn Patrick Riley is right for you?

Licenses & Designations

IA

Issued 12/01/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/16/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/19/2005

Series 7 - General Securities Representative Examination

BC

Issued 02/10/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Shawn Patrick Riley. Review regulatory record here.
Not sure if Shawn Patrick Riley is right for you?