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Sean Francis Mcshea

Sage Advisory Services Ltd Co

Holden, MA

Austin, TX

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Current Employers
Sage Advisory Services Ltd Co

5900 Southwest Parkway Building 1, Suite 100, Austin, TX 78735-6202 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2019-08-27
TX RA APPROVED 2019-05-09
  • MA RA
    APPROVED
    Since 2019-08-27
  • TX RA
    APPROVED
    Since 2019-05-09

Branch Locations

Holden, MA • United States

5900 Southwest Parkway Building 1, Suite 100, Austin, TX 78735-6202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ryan Labs, Inc. New York NY 11/1993 12/2017
Agincourt, Ltd Hamilton 08/2006 12/2017
Sage Advisory Services, Ltd Co. Austin TX 12/2018 Present
Unemployed Holden MA 01/2018 12/2018
  • 11/1993 → 12/2017
    Ryan Labs, Inc.
    New York, NY
  • 08/2006 → 12/2017
    Agincourt, Ltd
    Hamilton
  • 12/2018 → Present
    Sage Advisory Services, Ltd Co.
    Austin, TX
  • 01/2018 → 12/2018
    Unemployed
    Holden, MA
Previous Registrations
  • 2013-05-02 → 2015-06-02
    Ryan Labs Asset Management
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-09
S63 Uniform Securities Agent State Law Examination 2000-10-05
  • S65 Uniform Investment Adviser Law Examination
    2019-05-09
  • S63 Uniform Securities Agent State Law Examination
    2000-10-05

View on SEC IAPD

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