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Bradley Emmett Sheahan

CALVERT WEALTH MANAGEMENT, INC.·DUNKIRK, Maryland
Clean recordCALVERT 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Bradley Emmett Sheahan is a registered financial advisor based in DUNKIRK, Maryland, affiliated with CALVERT WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

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03

Firm Overview

Firm
CALVERT WEALTH MANAGEMENT, INC.
CALVERT WEALTH MANAGEMENT, INC.
AUM
$138M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at CALVERT WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1756751
Firm CRD# 115639
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bradley Emmett Sheahan offer?
Bradley Emmett Sheahan specializes in Financial Planning, Investment Management. Contact their office in DUNKIRK, Maryland for a consultation.
What are Bradley Emmett Sheahan's credentials?
Bradley Emmett Sheahan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bradley Emmett Sheahan located?
Bradley Emmett Sheahan is based in DUNKIRK, Maryland, working with CALVERT WEALTH MANAGEMENT, INC.. Their office serves clients in the DUNKIRK metropolitan area and surrounding communities.
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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Other Advisors at CALVERT WEALTH MANAGEMENT, INC.

John Thomas Stone
DUNKIRK, MD
Kelly Colleen Sheahan
DUNKIRK, MD
Michael Alan Cox
DUNKIRK, MD

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Maryland
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City Guides
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Research
Advisor Fees in MarylandNational Fee Analysis
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