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Christopher Paul Shea

INTRINSIC INVESTORS LLC·WAUWATOSA, Wisconsin
SIE, Series 1, Series 7, Series 63CFPClean record26 years registeredINTRINSIC INVESTORS LLC
1200 N MAYFAIR RD, WAUWATOSA, WI 53226CRD# 705690Firm CRD# 111968

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Paul Shea · WAUWATOSA, WI
Registration
CRD #705690 · INTRINSIC INVESTORS LLC · 26 years registered
Brand Profile
Not yet started
01

Career History

INTRINSIC INVESTORS LLC
Jan 2000 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 1
Series 7
Series 63
Registration record
First registered · January 4, 2000
Years registered · 26
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INTRINSIC INVESTORS LLC
CRD 111968 · SEC 801-116734
AUM
$124M
Regulatory assets under management
Employees
4
406 client accounts
Services offered by INTRINSIC INVESTORS LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
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Introduction

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Frequently Asked Questions

What services does Christopher Paul Shea offer?
Christopher Paul Shea specializes in Investment Management, Fee-Only Advisory. Contact their office in WAUWATOSA, Wisconsin for a consultation.
What are Christopher Paul Shea's credentials?
Christopher Paul Shea holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Christopher Paul Shea located?
Christopher Paul Shea is based in WAUWATOSA, Wisconsin, working with INTRINSIC INVESTORS LLC. Their office serves clients in the WAUWATOSA metropolitan area and surrounding communities.
How does Christopher Paul Shea charge for services?
Christopher Paul Shea's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INTRINSIC INVESTORS LLC?
INTRINSIC INVESTORS LLC has approximately 4 employees and manages $124M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at INTRINSIC INVESTORS LLC

William Meredith Fons
WAUWATOSA, WI

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