Unclaimed Profile

Shawn Joseph Mccabe

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

Series 7, Series 66Clean record18 years registeredCHAS. 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 · 18 years registered

Brand Profile

Not yet started

Career History

GUNN & COMPANY INVESTMENT MANAGEMENT, INC.

Jul 2024 – present

CPS INVESTMENT ADVISORS

Jan 2020 – Jul 2024

LAKELAND, FL

RSE CONSULTING, LLC

Dec 2018 – Dec 2019

BRANDON, FL

N/A

Jan 2013 – Dec 2015

BARTOW, FL

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

May 2009 – Apr 2012

LAKELAND, FL

HEACOCK FINANCIAL

Feb 2008 – Jun 2012

LAKELAND, FL

RAYMOND JAMES FINANCIAL SERVICES

Jan 2008 – Oct 2009

LAKELAND, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · January 17, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

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

CRD 104914 · SEC 801-35294

AUM

$2.4B

Regulatory assets under management

Employees

7,120 client accounts

Services offered by CHAS. P. SMITH & ASSOCIATES, PA, CPA'S

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

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

Introduction

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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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