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Cory Shea

1 Year of Experience
Charlottesville, VA

Cory Shea is a registered investment advisor at Clockwork Capital, LLC, based in Charlottesville, VA, with 1 years of industry experience. Cory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth. Their firm serves 1 clients.

Compensation
N/A
Firm Size
3 advisors
IM Fee
Planning only

Fee Structure

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

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

427 Park Street, Charlottesville, VA, 22902

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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

Cory is a founding partner at Clockwork Universe, Inc., a software company that allows clients to track private securities portfolios. Cory spends nearly full-time hours on this business, including a significant amount of time during securities trading hours.

Employment History
Current Registrations
Clockwork Capital, LLC
August 2024 - Present · 1 yr 9 mos
State Registrations2 states
LAVA
Advisor

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.
Cory Shea - Financial Advisor | TrueAdvisor