0001659483-16-000005.txt : 20160119 0001659483-16-000005.hdr.sgml : 20160118 20160119091852 ACCESSION NUMBER: 0001659483-16-000005 CONFORMED SUBMISSION TYPE: MA-I PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20160106 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Shea Advisory Services, LLC CENTRAL INDEX KEY: 0001659483 IRS NUMBER: 463119705 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA-I SEC ACT: 1934 Act SEC FILE NUMBER: 868-05082 FILM NUMBER: 161347128 BUSINESS ADDRESS: STREET 1: 8 ADELINE ROAD CITY: BEVERLY STATE: MA ZIP: 01915 BUSINESS PHONE: 9789984579 MAIL ADDRESS: STREET 1: 8 ADELINE ROAD CITY: BEVERLY STATE: MA ZIP: 01915 MA-I 1 primary_doc.xml MA-I 0001659483 XXXXXXXX Toby Shea 9789984579 tshea@skadvisors.net tshea@skadvisors.net N N Toby Brookes Shea N 1 0001659483 Shea Advisory Services, LLC 06-28-2013 N 12-28-2015 0001659483 LOCATED 06-28-2013 06-2013 Shea Advisory Services, LLC Beverly MA 01915 Y N Principal 04-2010 06-2013 Masonic Health System of Massachusetts, Inc. Charlton MA 01507 N N Chief Financial Officer 04-2008 04-2010 Ziegler Capital Markets Chicago IL 60606 Y N Senior Vice President - Investment Banker 04-2005 04-2008 Sovereign Bank Boston MA 02110 N N Senior Vice President N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N 01-06-2016 Toby B. Shea Principal