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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy James Sheehan is an active investment advisor with over 29 years of experience in the industry. Timothy is currently affiliated with Skyview Investment Advisors, LLC, a firm registered with the SEC. The firm specializes in providing portfolio management services to a variety of clients including individuals, corporations, investment companies, and pooled investment vehicles. Timothy is also a managing member of North & Ashland, LLC, a family office that coordinates business activities for Commenda and Skyview. Timothy has held several other positions in the industry, including partner at Commenda Inc. and partner at Blackpoint Capital. He is a Series 7, 24, 3, 63, and 65 licensed individual.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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 calculated based on the performance of your investments relative to a benchmark.
1
2
IN
04/02/2018 - Present
Skyview Investment Advisors, LLC (Zionsville IN)
IN
09/21/2016 - 10/24/2023
COMMENDA SECURITIES, LLC (Zionsville IN)
ME
05/07/2015 - 04/12/2016
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
IN
10/20/1998 - 04/06/2015
CAIN BROTHERS & COMPANY, LLC (INDIANAPOLIS IN)
NA
09/08/1998 - 09/30/1998
CAIN BROTHERS & COMPANY, LLC
IL
09/01/1995 - 09/11/1998
B. C. ZIEGLER AND COMPANY (CHICAGO IL)
CA
10/11/1994 - 08/29/1995
BA SECURITIES, INC. (SAN FRANCISCO CA)
IA
Issued 01/16/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2013
Series 30 - NFA Branch Manager Examination
BC
Issued 11/21/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2015
Series 3 - National Commodity Futures Examination
BC
Issued 10/10/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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