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Stephanie Ann Allieri

Shea & Company, LLC

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About Stephanie Ann Allieri

Stephanie Allieri is a registered representative associated with Shea & Company, LLC. Stephanie is licensed in both Massachusetts and California. Stephanie holds Series 63, 79TO, and SIE licenses. Stephanie joined Shea & Company, LLC on April 3, 2023.

Firm Information

Stephanie Allieri 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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Stephanie Allieri’s Registration & Firm History

MA

04/03/2023 - Present

Shea & Company, LLC (BOSTON MA)

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Licenses & Designations

BC

Issued 05/13/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/03/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 11/18/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephanie Ann Allieri.
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