ST
CFP
ST
CFP

Shawn Tighe

12 Years of Experience
Succasunna, NJ
Broker

Shawn Tighe is a CFP-designated registered investment advisor at LPL Financial LLC, based in Succasunna, NJ, with 12 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

Succasunna, NJ

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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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Other Business Activities

Shawn operates under two DBAs for his LPL business: Sheehan Wealth Partners and Island Park Private Wealth. He dedicates full-time hours to Sheehan Wealth Partners and nearly full-time hours to Island Park Private Wealth, especially during trading hours.

Employment History
Current Registrations
LPL Financial LLCBroker
April 2023 - Present · 3 yrs 1 mo
LPL Financial LLC
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Raymond James & Associates, INC.Broker
April 2021 - April 2023 · 2 yrs
Raymond James & Associates, INC.
April 2021 - April 2023 · 2 yrs
UBS Financial Services INC.
August 2013 - April 2021 · 7 yrs 8 mos
Morgan Stanley
August 2013 - August 2013 · 0 mos
UBS Financial Services INC.Broker
August 2013 - April 2021 · 7 yrs 8 mos
Morgan StanleyBroker
July 2013 - August 2013 · 1 mo
State Registrations24 states
ALARCOFLGAILINKYLAMAMINCNDNHNJNMNYOHPARISCTXUTVA
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.