Financial ADVSR advisor directory · SEC adviser records
Sheehan Financial Advisors, LLC financial advisors in New York
Every SEC-registered investment adviser representative at a Sheehan Financial Advisors, LLC office in New York, by city and A to Z.
The short answer
3 registered advisors work at Sheehan Financial Advisors, LLC in New York, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Brightwaters (3). 0 list the CFP designation and 0 are also registered broker representatives.
Sheehan Financial Advisors, LLC advisors by city in New York
Every firm in New York →Sheehan Financial Advisors, LLC advisors in New York, A to Z
Search by name →- Cynthia D. BarryBrightwaters
- John C. DefalcoBrightwaters · Personal Financial Specialist
- Kevin G. SchmutzBrightwaters
Sheehan Financial Advisors, LLC advisors in every state →Advisor Moves: who changed firms this week →
Questions
How many Sheehan Financial Advisors, LLC financial advisors are in New York?
3 investment adviser representatives are registered at Sheehan Financial Advisors, LLC offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Where in New York does Sheehan Financial Advisors, LLC have the most advisors?
Brightwaters, with 3. Sheehan Financial Advisors, LLC has advisors in 1 city in New York.
How do I check a Sheehan Financial Advisors, LLC advisor in New York?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Sheehan Financial Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.