LeAnn Shea is an investment adviser representative (IAR) with state registration records since 2016, appearing at 6 firms. Currently registered with CRESSET ASSET MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CRESSET ASSET MANAGEMENT, LLC | 2024-11-21 | present | Yes |
| CERITY PARTNERS LLC | 2022-02-09 | 2023-07-28 | — |
| B|O|S | 2021-05-28 | 2021-11-01 | — |
| RBC CAPITAL MARKETS, LLC | 2020-09-21 | 2021-05-05 | — |
| CAPFINANCIAL PARTNERS, LLC | 2019-06-03 | 2020-09-22 | — |
| NATIXIS ADVISORS, LLC | 2016-05-17 | 2019-05-20 | — |