Unclaimed Profile

Steven Latus Shea

HARDESTY CAPITAL MANAGEMENT CORP.·HUNT VALLEY, Maryland

Series 7, Series 24, Series 65Clean record15 years registeredHARDESTY CAPITAL MANAGEMENT CORP.

303 INTERNATIONAL CIRCLE, HUNT VALLEY, MD 21030CRD# 4322671Firm CRD# 113543

Profile Verification

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

Identity

Steven Latus Shea · HUNT VALLEY, MD

Registration

CRD #4322671 · HARDESTY CAPITAL MANAGEMENT CORP. · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HARDESTY CAPITAL MANAGEMENT CORP.

TUFTON CAPITAL MANAGEMENT

Oct 2010 – Nov 2016

HUNT VALLEY, MD

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 65

Registration record

First registered · October 22, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TUFTON CAPITAL MANAGEMENT, LLC

CRD 113543 · SEC 801-50228

AUM

$728M

Regulatory assets under management

Employees

755 client accounts

Services offered by TUFTON CAPITAL MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at TUFTON CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Steven Latus Shea offer?

Steven Latus Shea specializes in Investment Management, Wealth Management.

What are Steven Latus Shea's credentials?

Steven Latus Shea is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Latus Shea located?

Steven Latus Shea is based in HUNT VALLEY, Maryland, last registered with HARDESTY CAPITAL MANAGEMENT CORP..

How does Steven Latus Shea charge for services?

Steven Latus Shea's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HARDESTY CAPITAL MANAGEMENT CORP.?

HARDESTY CAPITAL MANAGEMENT CORP. has approximately 9 employees and manages $728M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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