John Shreenan
John Shreenan is a registered investment advisor at Empirical Asset Management, LLC, based in Wellesley, MA, with 36 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 434 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Empirical Asset Management's (EAM) investment management fees range from 0.20% to 2.00% annually, based on the complexity of services, level of assets managed, and the overall relationship with EAM. Fees are paid quarterly, in advance, based on the market value of assets at the end of the prior quarter. Fees may be negotiable at EAM's discretion.
Location
57 River Street, Suite 301, Wellesley, MA, 02481
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Regulatory History (2)
Employment Separation After Allegations
February 2001Customer Dispute
December 2000Other Business Activities
John is a driver for Uber Technologies, Inc., dedicating approximately one day per week to this non-investment related activity. This activity is not a substantial source of income for him.
Employment History
Current Registrations
Empirical Asset Management, LLC
Previous Registrations
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Delta Equity Services CorporationBroker
Garrett Nagle & CO., INC.Broker
American Finance Group Securities CORP.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Garrett Nagle & CO., INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.