AS
AS

Austin Shaughnessy

8 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
228 advisors
Number of Clients
14,528 clients
Average Client Portfolio
$140K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$10K
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Location

101 Federal St, Suite 1900, Boston, MA, 02110

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Austin is an Investment Advisor Representative (IAR) and financial advisor at McAdam LLC since 2017, dedicating about a quarter of his time. He also engages in insurance sales, including fixed annuities, through McAdam Institutional Brokerage as needed.

Employment History
Current Registrations
Madison Avenue Securities, LLCBroker
January 2025 - Present · 1 yr 1 mo
Mcadam LLC
November 2017 - Present · 8 yrs 3 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
October 2019 - December 2024 · 5 yrs 2 mos
Purshe Kaplan Sterling InvestmentsBroker
August 2017 - November 2017 · 3 mos
State Registrations7 states
INMAMINHRITXVT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.