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Patrick Joseph Sheehy

Stonex Financial Inc.

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About Patrick Joseph Sheehy

Patrick Joseph Sheehy is a financial advisor with Stonex Financial Inc., based in New York, NY. Patrick holds a Series 7, Series 55, Series 57TO and Series 66 licenses as well as the SIE exam. Patrick has over 17 years of experience in the financial services industry. Prior to joining Stonex Financial Inc., Patrick worked at Cowen and Company, ATM Execution LLC, Cowen Execution Services LLC, AG BD LLC and Refco Securities, LLC.

Firm Information

Patrick Sheehy is currently registered with Stonex Financial Inc.. Stonex Financial Inc. is a Corporation that was formed on May 29, 1998 and is registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

374

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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Patrick Sheehy’s Registration & Firm History

NY

12/21/2023 - Present

Stonex Financial Inc. (NEW YORK NY)

NY

05/31/2017 - 09/25/2023

COWEN AND COMPANY (NEW YORK NY)

NY

07/18/2018 - 07/23/2019

ATM EXECUTION LLC (NEW YORK NY)

NY

09/04/2009 - 12/31/2017

COWEN EXECUTION SERVICES LLC (NEW YORK NY)

NY

10/26/2007 - 01/26/2009

AG BD LLC (NEW YORK NY)

NY

02/05/2004 - 10/25/2005

REFCO SECURITIES, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 11/10/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/01/2011

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 02/04/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Patrick Joseph Sheehy.
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