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Shannon Mary Peterson

MAINSTAY CAPITAL MANAGEMENT, LLC·GRAND BLANC, Michigan
Unclaimed Profile
10775 SOUTH SAGINAW, GRAND BLANC, MI 48439CRD# 4374510Firm CRD# 109528
01

About

Shannon Mary Peterson is a registered financial advisor based in GRAND BLANC, Michigan, affiliated with MAINSTAY CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
MAINSTAY CAPITAL MANAGEMENT, LLC
MAINSTAY CAPITAL MANAGEMENT, LLC
AUM
$4.2B
Regulatory assets under management
Employees
31
Total firm employees
View all advisors at MAINSTAY CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4374510
Firm CRD# 109528
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Shannon Mary Peterson offer?
Shannon Mary Peterson specializes in Financial Planning, Investment Management. Contact their office in GRAND BLANC, Michigan for a consultation.
What are Shannon Mary Peterson's credentials?
Shannon Mary Peterson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shannon Mary Peterson located?
Shannon Mary Peterson is based in GRAND BLANC, Michigan, working with MAINSTAY CAPITAL MANAGEMENT, LLC. Their office serves clients in the GRAND BLANC metropolitan area and surrounding communities.
How does Shannon Mary Peterson charge for services?
Shannon Mary Peterson'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 MAINSTAY CAPITAL MANAGEMENT, LLC?
MAINSTAY CAPITAL MANAGEMENT, LLC has approximately 31 employees and manages $4.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GRAND BLANC
Todd Paul Tarantino — ACORN WEALTH ADVISORS, LLCSteven Charles Bliss — ACORN WEALTH ADVISORS, LLCDavid Paul Kudla — MAINSTAY CAPITAL MANAGEMENT, LLCJeremiah Ludington — MAINSTAY CAPITAL MANAGEMENT, LLC
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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