Unclaimed Profile

Bradley Emmett Sheahan

CALVERT WEALTH MANAGEMENT, INC.·DUNKIRK, Maryland

SIE, Series 6, Series 7, Series 24, Series 63, Series 65ChFCClean record27 years registeredCALVERT WEALTH MANAGEMENT, INC.

3175 WEST WARD ROAD, DUNKIRK, MD 20754CRD# 1756751Firm CRD# 115639

Profile Verification

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

Identity

Bradley Emmett Sheahan · DUNKIRK, MD

Registration

CRD #1756751 · CALVERT WEALTH MANAGEMENT, INC. · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CALVERT WEALTH MANAGEMENT, INC.

CALVERT WEALTH MANAGEMENT, INC.

Mar 2011 – Jan 2020

DUNKIRK, MD

LPL FINANCIAL LLC

Sep 1998 – Feb 2011

HUNTINGTOWN, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · September 15, 1998

Years registered · 27

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CALVERT WEALTH MANAGEMENT, INC.

CRD 115639 · SEC 801-118382

AUM

$138M

Regulatory assets under management

Employees

699 client accounts

Services offered by CALVERT WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CALVERT WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Bradley Emmett Sheahan offer?

Bradley Emmett Sheahan specializes in Financial Planning, Investment Management.

What are Bradley Emmett Sheahan's credentials?

Bradley Emmett Sheahan holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Bradley Emmett Sheahan located?

Bradley Emmett Sheahan is based in DUNKIRK, Maryland, last registered with CALVERT WEALTH MANAGEMENT, INC..

How does Bradley Emmett Sheahan charge for services?

Bradley Emmett Sheahan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CALVERT WEALTH MANAGEMENT, INC.?

CALVERT WEALTH MANAGEMENT, INC. has approximately 4 employees and manages $138M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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