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Conlin Thomas Sheridan

UBS Asset Management (us) Inc.

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About Conlin Thomas Sheridan

Conlin Sheridan is a registered representative with UBS Asset Management (us) Inc. Conlin Sheridan has passed the General Securities Representative Examination and the Securities Industry Essentials Examination. Conlin Sheridan previously worked at CREDIT SUISSE SECURITIES (USA) LLC.

Firm Information

Conlin Sheridan is currently registered with UBS Asset Management (us) Inc.. UBS Asset Management (us) Inc. is a corporation formed in May 1977 and is approved in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has 1 approved SEC registration and 53 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

37

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Conlin Sheridan’s Registration & Firm History

NY

05/01/2024 - Present

UBS Asset Management (us) Inc. (New York NY)

NY

01/03/2023 - 05/01/2024

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 12/05/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Conlin Thomas Sheridan.
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