Daniel Shea is a CFA, CFP-designated registered investment advisor at Sanford C. Bernstein & CO., LLC, based in Boston, MA, with 2 years of industry experience. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 22 clients with $1.6B in assets under management.
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Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
53 State Street, Suite 3801, Boston, MA, 02109
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sanford C. Bernstein & CO., LLC
Sanford C. Bernstein & CO., LLCBroker
Alliancebernstein L.P.
State Registrations10 states
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