T. Rowe Price Advisory Services
37yrs
Top advisor by experience in Charlestown
13yrs
Shawn Malen Young Eagle
Financial advisor at Vista Way Advisors
At a glance
Experience13 years (since 2013)
How that compares ?More experience than 50% of advisors in Charlestown
OfficeCharlestown, MA
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Vista Way Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- 2022 – nowVista Way AdvisorsCurrent firm
- 2019 – 2022Ameriprise Financial Services, LLCPreviously
- 2015 – 2019Columbia Management Investment Advisers, LLCPreviously
- Mar 2014 – Apr 2015Strategic Advisers LLCPreviously
Questions to ask Shawn
Tailored to Shawn’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Shawn
How do I contact Shawn?
Call Vista Way Advisors at 857-205-3817 and ask for Shawn Malen Young Eagle. Shawn works from the Charlestown, MA office.
How long has Shawn been a financial advisor?
Shawn has been in the industry since 2013, about 13 years. More experience than 50% of advisors in Charlestown.
What licenses does Shawn hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Shawn a fiduciary?
Shawn is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Shawn paid?
Vista Way Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Shawn for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Belmont Financial
36yrs
Top 6% by experience in Charlestown
Onboard Financial Management
30yrs
Top 9% by experience in Charlestown
Alden Investment Group
29yrs
Top 12% by experience in Charlestown
Valmark Advisers
26yrs
Top 16% by experience in Charlestown
Ameriprise Financial Services
24yrs
Top 19% by experience in Charlestown