Robert Shea is a registered investment advisor at Nuveen Asset Management, LLC, based in Chicago, IL, with 22 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 71,370 clients with $260B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Nuveen Asset Management (NAM) manages investments for institutional clients and individuals through managed account programs. Fees are based on a percentage of the assets managed. The specific fees vary depending on the type of client, the asset class, and the size of the account. Fees and minimum account sizes are negotiable. Some existing clients may pay different fees than new clients. NAM may invest client assets in affiliated funds, and may waive investment advisory fees on the assets invested in such affiliated funds.
Location
333 West Wacker Drive, Chicago, IL, 60606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is a member of the finance committee for Faith Presbyterian Church, attending monthly meetings and reviewing financial data, dedicating minimal time. He is also a committee member and president of a sub-committee for St. Paul's School Catholic High School, serving on the Board of Trustees and dedicating minimal time.
Employment History
Current Registrations
Nuveen Asset Management, LLC
Nuveen Securities, LLC
Nuveen Securities, LLCBroker
Previous Registrations
Quasar Distributors, LLCBroker
Oppenheimerfunds Distributor, INC.Broker
H.D. Vest Investment ServicesBroker
State Registrations53 states
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