Patrick Shea
Patrick Shea is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Palm Beach Gardens, FL, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3300 PGA Blvd., Suite 970, Palm Beach Gardens, FL, 33410
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick is a partner at Uno Vino, Inc. since 2025, where he helps with marketing and conducts wine tastings, utilizing his wine knowledge, dedicating about 10-20% of his time. This activity is not investment-related.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations14 states
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