Shannon McCue has been an investment adviser representative at Philadelphia Investment Partners since October 2017, and is not listed among the firm’s executive officers or direct owners.
Philadelphia Investment Partners, LLC is a Voorhees, NJ firm with $176M under management, 145 clients and 2 advisers in one office, as of its March 2026 filing.
Shannon McCue is Portfolio Manager & Financial Advisor of Philadelphia Investment Partners. She has 15 years of financial services experience. Her focus on financial planning serves younger clients navigating wealth accumulation.
Shannon McCue’s longest registration is the current one, 9 years at Philadelphia Investment Partners since 2017. Before joining Philadelphia Investment Partners in 2017, Shannon McCue was registered through Mycio Wealth Partners, LLC and Deutsche Bank Securities Inc.
- – present · 9 yearsHaddon Township, NJ · Adviser representative · Firm CRD 122733
- Mycio Wealth Partners, LLC– · under a yearPhiladelphia, PA · Adviser representative · Firm CRD 134436
- Deutsche Bank Securities Inc.– · 2 yearsHouston, TX · Adviser representative · Firm CRD 2525
Investment adviser representative registrations
Shannon McCue is registered as an investment adviser representative in New Jersey, since October 2017.
- New JerseySince 5 October 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 22 September 2011 |
| Series 7 | General Securities Representative Examination | 27 May 2011 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Shannon Leigh McCue
- CRD
- 5910807
- Firm
- Philadelphia Investment Partners · CRD 122733
- Office
- Haddon Township, NJ
- Registration
- Investment adviser registration
- In the industry since
- December 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- piplp.com
Where does Shannon McCue work?
Shannon McCue is an investment adviser representative registered through Philadelphia Investment Partners, LLC since October 2017, and is not listed among the firm’s executive officers or direct owners.
Is Shannon McCue a financial advisor?
Yes. Shannon McCue has a current investment-adviser registration in New Jersey, through Philadelphia Investment Partners since October 2017.
How many years of experience does Shannon McCue have?
Shannon McCue has 12 years in the financial industry, since December 2013, across 3 adviser firms.
What exams has Shannon McCue passed?
Shannon McCue has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in May 2011.
Where did Shannon McCue work before Philadelphia Investment Partners?
Before Philadelphia Investment Partners, Shannon McCue was registered through Mycio Wealth Partners, LLC, August 2016 to July 2017; Deutsche Bank Securities Inc., September 2011 to September 2014.
Where is Shannon McCue based?
Shannon McCue’s registered office is in Haddon Township, NJ.
Is Shannon McCue registered with FINRA?
No. Shannon McCue has no current broker registration.
How can I verify Shannon McCue’s record?
Search CRD 5910807 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Shannon McCue’s full registration record.
