Invested Better
Unclaimed

Unclaimed

Unclaimed

Shawn Rhys Schestag

Harris Williams

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 Rhys Schestag

Shawn Rhys Schestag is a financial professional with over 20 years of experience in the industry. Shawn is currently registered with Harris Williams in New York, NY. Prior to joining Harris Williams, Shawn was employed at SIXPOINT PARTNERS LLC from 2016 to 2023 and Credit Suisse Securities (USA) LLC from 2000 to 2014. Shawn holds Series 7, Series 63, and SIE licenses.

Firm Information

Shawn Schestag is currently registered with Harris Williams. Harris Williams is a Limited Liability Company that was formed in 2006. The firm is registered in 38 states and is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

270

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.

Find Your Ideal Financial Advisor

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 Schestag’s Registration & Firm History

NY

05/05/2023 - Present

Harris Williams (New York NY)

NY

05/27/2016 - 08/03/2023

SIXPOINT PARTNERS LLC (NEW YORK NY)

NY

09/01/2000 - 12/31/2014

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

Not sure if Shawn Rhys Schestag is right for you?

Licenses & Designations

BC

Issued 02/02/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/31/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shawn Rhys Schestag.
Not sure if Shawn Rhys Schestag is right for you?