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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Sheehan is an investment advisor representative at Rossmore Private Capital, LLC. Brian Sheehan has been in the industry since 2014. Brian Sheehan's registrations are currently active with the state of Connecticut and the state of Texas. Brian Sheehan also serves as a Director for the Malta House of Care, Inc. Brian Sheehan has worked in the financial services industry for over 10 years, with experience at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Brian Sheehan is a Registered Representative and Investment Advisor Representative.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Some partners of rossmore provide trustee services, serve as executor, or as agent under poa.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees for trustee services (a percentage of assets under trust)
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2
CT
07/26/2017 - Present
Rossmore Private Capital, LLC (GLASTONBURY CT)
CT
01/17/2015 - 05/02/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WEST HARTFORD CT)
BOTH
Issued 04/21/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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