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John Charles Defalco

Sheehan Financial Advisors, LLC

Brightwaters, NY

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Current Employers
Sheehan Financial Advisors, Llc

165 Orinoco Drive, Brightwaters, NY 11718-1304 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-12-01
  • NY RA
    APPROVED
    Since 2021-12-01

Branch Locations

165 Orinoco Drive, Brightwaters, NY 11718-1304 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sheehan & Company, Cpa, Pc Brightwaters NY 10/1998 Present
Sheehan Financial Advisors, Llc Brightwaters NY 01/2000 Present
Other Businesses

1) Sheehan & Company, CPA, PC, 165 Orinoco Drive, Brightwaters, NY 11718, business is not investment related, the business is a public accounting firm, Partner, 25% owner, approximately 85% of business time providing tax services to his clients, start 10/1988 2) Licensed to sell insurance products. 3) 165 Orinoco Drive LLC, 165 Orinoco Drive, Brightwaters, NY 11718, business is not investment related, the business owns the building, Partner, 25% owner, approximately 1 hour a month start 1/2000. 4) Sheehan Financial Advisors, LLC, 165 Orinoco Drive, Brightwaters, NY 11718, business provides financial planning services and referrals to third party investment advisor programs, 25% member, approximately 5%-15% of business time.

Designations

View on SEC IAPD

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