Unclaimed Profile

Shawn Joseph Mccabe

CHAS. P. SMITH & ASSOCIATES, PA, CPA'S·LAKELAND, Florida

Clean recordCHAS. P. SMITH & ASSOCIATES, PA, CPA'S

205 EAST ORANGE STREET #310, LAKELAND, FL 33801-4611CRD# 5440059Firm CRD# 104914

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Shawn Joseph Mccabe · LAKELAND, FL

Registration

CRD #5440059 · CHAS. P. SMITH & ASSOCIATES, PA, CPA'S

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Shawn Joseph Mccabe is a registered financial advisor based in LAKELAND, Florida, affiliated with CHAS. P. SMITH & ASSOCIATES, PA, CPA'S. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

CHAS. P. SMITH & ASSOCIATES, PA, CPA'S

CPS INVESTMENT ADVISORS

AUM

$2.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CHAS. P. SMITH & ASSOCIATES, PA, CPA'S →

Services

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5440059

Firm CRD# 104914

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Shawn Joseph Mccabe offer?

Shawn Joseph Mccabe specializes in Financial Planning, Investment Management. Contact their office in LAKELAND, Florida for a consultation.

What are Shawn Joseph Mccabe's credentials?

Shawn Joseph Mccabe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Shawn Joseph Mccabe located?

Shawn Joseph Mccabe is based in LAKELAND, Florida, working with CHAS. P. SMITH & ASSOCIATES, PA, CPA'S. Their office serves clients in the LAKELAND metropolitan area and surrounding communities.

How does Shawn Joseph Mccabe charge for services?

Shawn Joseph Mccabe's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHAS. P. SMITH & ASSOCIATES, PA, CPA'S?

CHAS. P. SMITH & ASSOCIATES, PA, CPA'S has approximately 25 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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