Unclaimed Profile

Shawn Richard Keane

SMITHBRIDGE ASSET MANAGEMENT, INC.·CHADDS FORD, Pennsylvania

SIE, Series 6, Series 7, Series 63, Series 66CFPClean record11 years registeredSMITHBRIDGE ASSET MANAGEMENT, INC.

116 COMMONS COURT, CHADDS FORD, PA 19317CRD# 4484740Firm CRD# 106261

Profile Verification

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

Identity

Shawn Richard Keane · CHADDS FORD, PA

Registration

CRD #4484740 · SMITHBRIDGE ASSET MANAGEMENT, INC. · 11 years registered

Brand Profile

Not yet started

Career History

SMITHBRIDGE ASSET MANAGEMENT, INC.

Aug 2016 – present

MML INVESTORS SERVICES, LLC

Sep 2014 – Aug 2016

NEW CASTLE, DE

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · September 12, 2014

Years registered · 11

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SMITHBRIDGE ASSET MANAGEMENT, INC.

CRD 106261 · SEC 801-53667

AUM

$613M

Regulatory assets under management

Employees

944 client accounts

Services offered by SMITHBRIDGE ASSET MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at SMITHBRIDGE ASSET MANAGEMENT, INC. →

Introduction

Speak with Shawn

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Shawn is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CHADDS FORD?

Browse all registered financial advisors in CHADDS FORD, Pennsylvania or claim this profile if it's yours.

Browse CHADDS FORD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Shawn Richard Keane offer?

Shawn Richard Keane specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHADDS FORD, Pennsylvania for a consultation.

What are Shawn Richard Keane's credentials?

Shawn Richard Keane holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Shawn Richard Keane located?

Shawn Richard Keane is based in CHADDS FORD, Pennsylvania, working with SMITHBRIDGE ASSET MANAGEMENT, INC.. Their office serves clients in the CHADDS FORD metropolitan area and surrounding communities.

How does Shawn Richard Keane charge for services?

Shawn Richard Keane'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 SMITHBRIDGE ASSET MANAGEMENT, INC.?

SMITHBRIDGE ASSET MANAGEMENT, INC. has approximately 12 employees and manages $613M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →