Unclaimed Profile

Joy A. Sheehan

PRINCETON ADVISORY GROUP, INC.·HAMILTON, New Jersey

Series 65Clean record8 years registeredPRINCETON ADVISORY GROUP, INC.

2115 HAMILTON AVEUE, HAMILTON, NJ 08619CRD# 5102764Firm CRD# 129108

Profile Verification

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

Identity

Joy A. Sheehan · HAMILTON, NJ

Registration

CRD #5102764 · PRINCETON ADVISORY GROUP, INC. · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PRINCETON ADVISORY GROUP, INC.

PRINCETON ADVISORY GROUP, INC.

Jul 2018 – Dec 2019

Hamilton, NJ

EAGLE ROCK WEALTH MANAGEMENT, LLC

Jul 2018 – May 2024

ROBBINSVILLE, NJ

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 5, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRINCETON ADVISORY GROUP, INC.

CRD 129108 · SEC 801-62702

AUM

$95M

Regulatory assets under management

Employees

2 client accounts

Services offered by PRINCETON ADVISORY GROUP, INC.

Per Form ADV

Other

View all advisors at PRINCETON ADVISORY GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Joy A. Sheehan offer?

Joy A. Sheehan specializes in Fee-Only Advisory.

What are Joy A. Sheehan's credentials?

Joy A. Sheehan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joy A. Sheehan located?

Joy A. Sheehan is based in HAMILTON, New Jersey, last registered with PRINCETON ADVISORY GROUP, INC..

How does Joy A. Sheehan charge for services?

Joy A. 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 PRINCETON ADVISORY GROUP, INC.?

PRINCETON ADVISORY GROUP, INC. has approximately 1 employees and manages $95M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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