Connor P Shea

Employer firm

Robert W. Baird & Co. Incorporated CRD 8158

$394B regulatory AUM 19,985 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 06/2014 → 11/2016
  Dale Stewart Tennis Academy
  Murfreesboro, TN
• 05/2016 → 11/2016
  Applied Pressure
  Murfreesboro, TN
• 11/2016 → Present
  Jjb Hilliard Wl Lyons Llc
  Murfreesboro, TN
• 10/2019 → Present
  Robert W. Baird & Co. Incorporated
  Murfreesboro, TN

Previous Registrations

• 2017-08-04 → 2019-10-18
  J.J.B. Hilliard, W.L. Lyons, Llc
  Murfreesboro, TN

Other Businesses

Name/Address: R&S Real Estate 1715 Deerhaven ln Paducah KY 42001 Start Date: 12/31/20 Hours Spent: 0-2 hours/month Hours Spent During Trading: Zero Role/Responsibility: LLC Owner/Member Used for Real Estate Non Investment Related Name/Address: Branches / 1102 Dow Street, Murfreesboro, TN 37130 Start Date: Jan 01, 2024 Hours Spent: 0-5 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Treasurer Investment Related Name/Address: Co-Lab Podcast Murfreesboro TN 37127 Start Date: 2/1/24 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Podcast Co-Host Non Investment Related

Exams

• S66 Uniform Combined State Law Examination
  2017-08-02

Other Names

• Connor Shea Shea