Unclaimed Profile

Todd Michael Sheridan

DAVID VAUGHAN INVESTMENTS, LLC·PEORIA, Illinois

Series 7, Series 63Clean record26 years registeredDAVID VAUGHAN INVESTMENTS, LLC

5823 N FOREST PARK DRIVE, PEORIA, IL 61614-3559CRD# 2364260Firm CRD# 105990

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Todd Michael Sheridan · PEORIA, IL

Registration

CRD #2364260 · DAVID VAUGHAN INVESTMENTS, LLC · 26 years registered

Brand Profile

Not yet started

Career History

DAVID VAUGHAN INVESTMENTS, LLC

Mar 2000 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · March 17, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DAVID VAUGHAN INVESTMENTS, LLC

CRD 105990 · SEC 801-12642

AUM

$4.3B

Regulatory assets under management

Employees

3,778 client accounts

Services offered by DAVID VAUGHAN INVESTMENTS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DAVID VAUGHAN INVESTMENTS, LLC →

Introduction

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Frequently Asked Questions

What services does Todd Michael Sheridan offer?

Todd Michael Sheridan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PEORIA, Illinois for a consultation.

What are Todd Michael Sheridan's credentials?

Todd Michael Sheridan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Todd Michael Sheridan located?

Todd Michael Sheridan is based in PEORIA, Illinois, working with DAVID VAUGHAN INVESTMENTS, LLC. Their office serves clients in the PEORIA metropolitan area and surrounding communities.

How does Todd Michael Sheridan charge for services?

Todd Michael Sheridan's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DAVID VAUGHAN INVESTMENTS, LLC?

DAVID VAUGHAN INVESTMENTS, LLC has approximately 44 employees and manages $4.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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