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Kelly Colleen Sheahan

CALVERT WEALTH MANAGEMENT, INC.·DUNKIRK, Maryland
Series 65Clean record10 years registeredCALVERT WEALTH MANAGEMENT, INC.
3175 WEST WARD ROAD, DUNKIRK, MD 20754CRD# 6157839Firm CRD# 115639

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kelly Colleen Sheahan · DUNKIRK, MD
Registration
CRD #6157839 · CALVERT WEALTH MANAGEMENT, INC. · 10 years registered
Brand Profile
Not yet started
01

Career History

CALVERT WEALTH MANAGEMENT, INC.
Apr 2016 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · April 18, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CALVERT WEALTH MANAGEMENT, INC.
CRD 115639 · SEC 801-118382
AUM
$138M
Regulatory assets under management
Employees
4
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. →
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05

Frequently Asked Questions

What services does Kelly Colleen Sheahan offer?
Kelly Colleen Sheahan specializes in Financial Planning, Investment Management. Contact their office in DUNKIRK, Maryland for a consultation.
What are Kelly Colleen Sheahan's credentials?
Kelly Colleen Sheahan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kelly Colleen Sheahan located?
Kelly Colleen 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 Kelly Colleen Sheahan charge for services?
Kelly Colleen 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
Bradley Emmett Sheahan
DUNKIRK, MD
ChFC
Michael Alan Cox
DUNKIRK, MD

Browse by Specialty

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