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SHERIDAN ROAD ADVISORS, LLC
SHERIDAN ROAD ADVISORS, LLC
SHERIDAN ROAD ADVISORS, LLC, A HUB INTERNATIONAL COMPANY
NORTHBROOK, Illinois
·
6 registered advisors
·
CRD# 293807
SEC# 801-113426
4
847-205-9073
01
Firm Overview
AUM
$12.0B
Regulatory assets under management
Employees
16
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at SHERIDAN ROAD ADVISORS, LLC
6 registered advisors
Christopher Abe Karam
NORTHBROOK, Illinois
CRD# 3130298
Darren Dennis Caesar
NORTHBROOK, Illinois
CRD# 5796878
James Trevor Oshaughnessy
NORTHBROOK, Illinois
CRD# 2284652
John Patrick Mcgrath
NORTHBROOK, Illinois
CRD# 6827287
Kimberly Shaw Elliott
NORTHBROOK, Illinois
CRD# 4540273
Michael Joseph Barone
NORTHBROOK, Illinois
CRD# 6621608
05
Office Locations
NORTHBROOK, Illinois
6 advisors
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Data sourced from SEC Form ADV filings. SHERIDAN ROAD ADVISORS, LLC (CRD# 293807) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.