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Brian Joseph Sheehan

ROSSMORE PRIVATE CAPITAL, LLC·GLASTONBURY, Connecticut
Clean recordROSSMORE PRIVATE CAPITAL, LLC
628 HEBRON AVENUE, GLASTONBURY, CT 06033CRD# 6423131Firm CRD# 288453

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Joseph Sheehan · GLASTONBURY, CT
Registration
CRD #6423131 · ROSSMORE PRIVATE CAPITAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brian Joseph Sheehan is a registered financial advisor based in GLASTONBURY, Connecticut, affiliated with ROSSMORE PRIVATE CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ROSSMORE PRIVATE CAPITAL, LLC
ROSSMORE PRIVATE CAPITAL, LLC
AUM
$1.1B
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at ROSSMORE PRIVATE CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: FEES FOR TRUSTEE SERVICES (A PERCENTAGE OF ASSETS UNDER TRUST)
Regulatory
SEC/IARD CRD# 6423131
Firm CRD# 288453
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian Joseph Sheehan offer?
Brian Joseph Sheehan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GLASTONBURY, Connecticut for a consultation.
What are Brian Joseph Sheehan's credentials?
Brian Joseph Sheehan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Joseph Sheehan located?
Brian Joseph Sheehan is based in GLASTONBURY, Connecticut, working with ROSSMORE PRIVATE CAPITAL, LLC. Their office serves clients in the GLASTONBURY metropolitan area and surrounding communities.
How does Brian Joseph Sheehan charge for services?
Brian Joseph Sheehan's firm is compensated through percentage of aum, subscription fees, other: fees for trustee services (a percentage of assets under trust). Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROSSMORE PRIVATE CAPITAL, LLC?
ROSSMORE PRIVATE CAPITAL, LLC has approximately 9 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ROSSMORE PRIVATE CAPITAL, LLC

Andrew Guy Baldassarre
GLASTONBURY, CT
Matthew David Maclean
GLASTONBURY, CT
Alejandro Alfonso Gomez
GLASTONBURY, CT

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Research
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