Shea C Dolan

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-01-06
NY	RA	APPROVED	2025-10-30

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	07/2025	Present
Boston College	Chestnut Hill	MA	01/2022	05/2025
Amplifon	Minneapolis	MN	06/2023	08/2023
Boston College	Chestnut Hill	MA	08/2021	05/2025
Mendota Heights Parks And Recreation	Mendota Heights	MN	06/2019	08/2019
Town And Country Club	St. Paul	MN	06/2019	08/2019
Visitation School	Mendota Heights	MN	08/2015	06/2021
Unemployed	Sunfish Lake	MN	05/2025	07/2025
Unemployed	St. Paul	MN	01/2020	08/2022

07/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
01/2022 → 05/2025

Boston College

Chestnut Hill, MA
06/2023 → 08/2023

Amplifon

Minneapolis, MN
08/2021 → 05/2025

Boston College

Chestnut Hill, MA
06/2019 → 08/2019

Mendota Heights Parks And Recreation

Mendota Heights, MN
06/2019 → 08/2019

Town And Country Club

St. Paul, MN
08/2015 → 06/2021

Visitation School

Mendota Heights, MN
05/2025 → 07/2025

Unemployed

Sunfish Lake, MN
01/2020 → 08/2022

Unemployed

St. Paul, MN

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-10-30