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Financial ADVSR advisor directory · SEC adviser records

Sheehan Financial Advisors, LLC financial advisors in Brightwaters, NY

Every SEC-registered investment adviser representative at a Sheehan Financial Advisors, LLC office in Brightwaters, A to Z.

The short answer

3 registered advisors work at Sheehan Financial Advisors, LLC in Brightwaters, out of 3 at the firm nationwide; it ranks number 1 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Sheehan Financial Advisors, LLC advisors in Brightwaters, A to Z

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Sheehan Financial Advisors, LLC advisors in every city and state →Advisor Moves: who changed firms this week →

Questions

How many financial advisors does Sheehan Financial Advisors, LLC have in Brightwaters?

3 investment adviser representatives are registered at Sheehan Financial Advisors, LLC offices in Brightwaters, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Sheehan Financial Advisors, LLC one of the largest advisor employers in Brightwaters?

Sheehan Financial Advisors, LLC ranks number 1 in Brightwaters by registered advisors, ahead of every other firm.

How do I check a Sheehan Financial Advisors, LLC advisor in Brightwaters?

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. Weighing a move? Compare payouts by firm or value a recruiting offer.