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SHEEHAN FINANCIAL ADVISORS, LLC
CRD 126560
165 ORINOCO DRIVE, BRIGHTWATERS, NY, 11718-1304, United States
Phone
631-665-7040
Fax
631-665-7014
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
3 total employees; 3 advisory reps; 68 broker-dealer reps
Clients
11-25
Fees
Hourly charges; Fixed fees; SOLICITOR FEES
Org form
Limited Liability Company
Filing date
2026-03-21
Disciplinary history
No
Services
Financial planningSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 29 | — |
| High net worth individuals | 38 | — |
All web addresses on file
Official SEC filing: View on IAPD