Sheila Sosnowy Menair

Current Employers

Employment History

• 01/2014 → Present
  Commonwealth Financial Network
  Waltham, MA
• 01/2014 → 05/2022
  Casco Bay Wealth Advisors
  Brunswick, ME
• 06/2022 → Present
  Back Cove Financial
  Falmouth, ME

Previous Registrations

• 2008-09-03 → 2014-01-03
  Key Investment Services Llc
  Portland, ME
  Brunswick, ME
• 2006-04-26 → 2008-04-28
  Key Investment Services Llc
  Portland, ME
  Brunswick, ME
• 2004-10-20 → 2006-04-05
  Banc Of America Investment Services, Inc.
  Falmouth, ME
• 2004-06-28 → 2004-10-20
  Quick & Reilly, Inc.
  Bath, ME

Other Businesses

1. Fixed insurance sales; as of 01/02/2014; approximately 4% time spent during securities trading hours per month; conducted at branch location; investment related. 2. Owner, Menair Investment Management, a private entity established to facilitate securities, advisory, and insurance business; as of 06/01/2022; 100% of time spent during business hours; Conducted at branch; Investment related. 3. Manager, Bluebird Ridge LLC; an entity created for the purpose of buying and managing future investment rental property in Falmouth, ME 04105, as of 3/20/2026; 0% of time spent during business hours; Not Conducted at branch; Investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-09-17
• S65 Uniform Investment Adviser Law Examination
  2004-06-23

Other Names

• Sheila Marie Sosnowy