MS
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Michael Shea

35 Years of Experience
Murfreesboro, TN
Broker

Michael Shea is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Murfreesboro, TN, with 35 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2566 advisors
Number of Clients
228,442 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$342.1B

Fee Structure

Baird offers several investment management programs, each with its own fee structure. Because the fees vary significantly depending on the program chosen, it is not possible to provide a single, concise fee summary. Clients should consult the full brochure or their financial advisor for details on specific programs.

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Location

1639 Medical Center Pkwy, Ste 305, Murfreesboro, TN, 37129

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
October 2019 - Present · 6 yrs 9 mos
Robert W. Baird & CO. IncorporatedBroker
October 2019 - Present · 6 yrs 9 mos
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLC
March 2004 - October 2019 · 15 yrs 7 mos
J.J.B. Hilliard, W.L. Lyons, LLCBroker
April 1997 - October 2019 · 22 yrs 6 mos
Suntrust Securities, INC.Broker
January 1996 - April 1997 · 1 yr 3 mos
Trans Financial Investment Services, INC.Broker
November 1994 - June 1995 · 7 mos
J.C. Bradford & CO.Broker
September 1990 - July 1994 · 3 yrs 10 mos
H. T. Fletcher Securities IncorporatedBroker
January 1990 - February 1990 · 1 mo
First Investors CorporationBroker
August 1989 - November 1989 · 3 mos
State Registrations24 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Michael Shea - Financial Advisor | TrueAdvisor