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William Kirk Shea

Cobalt Capital, Inc.

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About William Kirk Shea

William Kirk Shea is a financial advisor with over 25 years of experience in the industry. He is currently registered with Cobalt Capital, Inc. and Skyway Capital Markets, LLC. Prior to joining these firms, William Shea has worked for several other prominent financial institutions, including International Assets Advisory, LLC, Emerson Equity LLC, Ridgewood Securities Corporation, Pacific Select Distributors, Inc., and MFS Fund Distributors, Inc. William Shea holds a Series 63, Series 6, Series 22 and SIE licenses and is registered in Florida.

Firm Information

William Shea is currently registered with Cobalt Capital, Inc.. Cobalt Capital, Inc. is a Corporation formed on March 18, 2005, and is registered in 52 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

8

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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William Shea’s Registration & Firm History

FL

07/26/2022 - Present

Cobalt Capital, Inc. (LAKE MARY FL)

FL

10/09/2017 - 09/04/2019

INTERNATIONAL ASSETS ADVISORY, LLC (ORLANDO FL)

CA

04/25/2017 - 10/17/2017

EMERSON EQUITY LLC (SAN MATEO CA)

NJ

05/16/2007 - 01/03/2017

RIDGEWOOD SECURITIES CORPORATION (MONTVALE NJ)

CA

01/31/2001 - 08/08/2005

PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)

MA

08/08/1995 - 01/08/2001

MFS FUND DISTRIBUTORS, INC. (BOSTON MA)

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Licenses & Designations

BC

Issued 12/14/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/04/2007

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 07/27/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Kirk Shea.
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