AdvisorOS Directory
Claim Profile
WS

William J Sheehan

RMR ADVISORS, INC.·NEWTON, Massachusetts
Unclaimed Profile
255 WASHINGTON STREET, NEWTON, MA 02458CRD# 4889795Firm CRD# 123525
01

About

William J Sheehan is a registered financial advisor based in NEWTON, Massachusetts, affiliated with RMR ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
RMR ADVISORS LLC
RMR ADVISORS LLC
AUM
$277M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at RMR ADVISORS LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4889795
Firm CRD# 123525
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEWTON?

Browse all registered financial advisors in NEWTON, Massachusetts or claim this profile if it's yours.

Browse NEWTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does William J Sheehan offer?
William J Sheehan specializes in Investment Management, Fee-Only Advisory. Contact their office in NEWTON, Massachusetts for a consultation.
What are William J Sheehan's credentials?
William J Sheehan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William J Sheehan located?
William J Sheehan is based in NEWTON, Massachusetts, working with RMR ADVISORS, INC.. Their office serves clients in the NEWTON metropolitan area and surrounding communities.
How does William J Sheehan charge for services?
William J Sheehan's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RMR ADVISORS, INC.?
RMR ADVISORS, INC. has approximately 10 employees and manages $277M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in NEWTON
Kazuhiko Kasai — SOFTBANK, INC.Matthew Guy Hamilton — RWA WEALTH PARTNERS, LLCJennifer Babbin Clark — TREMONT REALTY CAPITAL LLCJonathan Brooks Indra Staley — THE PROGRAM WORKS, INC.Jonathan Harris Loer — RENAISSANCE WEALTH ADVISORS, LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEEDHAM (97)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile