Unclaimed Profile

Timothy Francis Shanahan

COMPASS CAPITAL CORPORATION·BRAINTREE, Massachusetts

SIE, Series 7, Series 24, Series 27, Series 63, Series 99TOClean record32 years registeredCOMPASS CAPITAL CORPORATION

50 BRAINTREE HILL OFFICE PARK, BRAINTREE, MA 02184-8734CRD# 709231Firm CRD# 112323

Profile Verification

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

Identity

Timothy Francis Shanahan · BRAINTREE, MA

Registration

CRD #709231 · COMPASS CAPITAL CORPORATION · 32 years registered

Brand Profile

Not yet started

Career History

COMPASS CAPITAL CORPORATION

May 1994 – present

MARKETSFLOW

Jun 2018 – Dec 2019

BOSTON, MA

CAVALIER INVESTMENTS

Sep 2015 – Nov 2016

BRAINTREE, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 27

Series 63

Series 99TO

Registration record

First registered · May 14, 1994

Years registered · 32

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COMPASS CAPITAL CORPORATION

CRD 112323 · SEC 801-21957

AUM

$591M

Regulatory assets under management

Employees

1,413 client accounts

Services offered by COMPASS CAPITAL CORPORATION

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COMPASS CAPITAL CORPORATION →

Introduction

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Frequently Asked Questions

What services does Timothy Francis Shanahan offer?

Timothy Francis Shanahan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BRAINTREE, Massachusetts for a consultation.

What are Timothy Francis Shanahan's credentials?

Timothy Francis Shanahan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Francis Shanahan located?

Timothy Francis Shanahan is based in BRAINTREE, Massachusetts, working with COMPASS CAPITAL CORPORATION. Their office serves clients in the BRAINTREE metropolitan area and surrounding communities.

How does Timothy Francis Shanahan charge for services?

Timothy Francis Shanahan'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 COMPASS CAPITAL CORPORATION?

COMPASS CAPITAL CORPORATION has approximately 15 employees and manages $591M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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