DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Shannon Elizabeth Mccarey
Feed of 09/14/2026
Also filed as Shannon Weaver
At current firm
9 y
since May 17, 2017
In the industry
18 y
since May 1, 2008 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Morgan Stanley wirehouse currentsince May 17, 2017 · Monroeville, Pa
- Mdt Advisers, A Division Of Federated Mdta LLC asset managerJan 6, 2011 to Apr 18, 2017 · Boston, Ma
- Federated Securities Corp. no RAUMNov 11, 2009 to Apr 18, 2017 · Pittsburgh, Pa
- Federated Investment Counseling institutionalSep 18, 2008 to Apr 18, 2017 · Pittsburgh, Pa
Moves
a registration end followed by a registration begin elsewhere
- Federated Investment Counseling to Federated Securities Corp.left Apr 18, 2017, registered Nov 11, 2009 (-2715 days) · channel change inside one enterprise, not a move · moved with a team
- Mdt Advisers, A Division Of Federated Mdta LLC to Morgan Stanleyleft Apr 18, 2017, registered May 17, 2017 (29 days) · Other
- Federated Securities Corp. to Mdt Advisers, A Division Of Federated Mdta LLCleft Apr 18, 2017, registered Jan 6, 2011 (-2294 days) · channel change inside one enterprise, not a move
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wirehousederived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address