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Kelly Colleen Sheahan

CALVERT WEALTH MANAGEMENT, INC.·DUNKIRK, Maryland
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3175 WEST WARD ROAD, DUNKIRK, MD 20754CRD# 6157839Firm CRD# 115639
01

About

Kelly Colleen 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
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6157839
Firm CRD# 115639
No disclosures on file
View on FINRA BrokerCheck →

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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 in DUNKIRK
Bradley Emmett Sheahan — CALVERT WEALTH MANAGEMENT, INC.John Thomas Stone — CALVERT WEALTH MANAGEMENT, INC.Michael Alan Cox — CALVERT FINANCIAL ADVISORY, INC.
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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