Shawn Richard Keane

Employer firm

Smithbridge Asset Management, Inc. CRD 106261

$831M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → Present
  Smithbridge Asset Management Inc
  Chadds Ford, PA

Previous Registrations

• 2014-09-12 → 2016-08-16
  Mml Investors Services, Llc
  New Castle, DE
  Radnor, PA
  New Castle, DE

Other Businesses

(1)NAME:SHAWN KEANE, INV REL:Y ADDR:15 READS WAY STE 210 NEW CASTLE DE 19720, NATURE:LIFE, HEALTH, GROUP LIFE, GROUP HEALTH, DI, POSITION:AGENT, START:2002, NO HR/MO:2 NO HR/MO DUR TRADING;2.(2)NAME:SHAWN KEANE, INV REL: Y ADDR:417 SUTTON AVE FOLSOM PA 19033, NATURE:RENTAL PROPERTY, POSITION:JOINT OWNER, START:2010, NO HR/MO:2 NO HR/MO DUR TRADING:0.

Exams

• S66 Uniform Combined State Law Examination
  2014-09-03
• S63 Uniform Securities Agent State Law Examination
  2002-05-14

Designations

• Certified Financial Planner