Best Investors Account Sign in

Jonathan Robert Sheehan

Morgan Stanley

Latham, NY

Claim This Profile
Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-16
TX RA APPROVED_RES 2020-02-20
NJ RA APPROVED 2015-06-15
  • NY RA
    APPROVED
    Since 2021-06-16
  • TX RA
    APPROVED_RES
    Since 2020-02-20
  • NJ RA
    APPROVED
    Since 2015-06-15

Branch Locations

1212 Troy Schenectady Road, Latham, NY 12110 • 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
Full-Time Student Troy NY 01/1998 Present
Morgan Stanley Niskayuna NY 10/2014 01/2017
Morgan Stanley Niskayuna NY 01/2017 Present
Morgan Stanley Private Bank, N.A. New York NY 02/2017 Present
  • 01/1998 → Present
    Full-Time Student
    Troy, NY
  • 10/2014 → 01/2017
    Morgan Stanley
    Niskayuna, NY
  • 01/2017 → Present
    Morgan Stanley
    Niskayuna, NY
  • 02/2017 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-06-15
S63 Uniform Securities Agent State Law Examination 2008-07-22
  • S65 Uniform Investment Adviser Law Examination
    2015-06-15
  • S63 Uniform Securities Agent State Law Examination
    2008-07-22
Other Names
  • Jonathan R Sheehan

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
EAGLE STRATEGIES LLC
MML INVESTORS SERVICES, LLC
CAPABLE WEALTH, LLC
LPL FINANCIAL LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
GALLAGHER FIDUCIARY ADVISORS, LLC

Other Investors

Becky M Sciortino
CHRISTOPHER MICHAEL INGEMIE
DAVID P MARTIN
DANIEL SCOTT SULLIVAN
Nicholas Arthur Mattiello
John Michael Daniels
Zachary T Rupert
Christopher Welfley

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LATHAM, NY
AMERIPRISE FINANCIAL SERVICES, LLC · Latham, NY
EAGLE STRATEGIES LLC · LATHAM, NY
MML INVESTORS SERVICES, LLC · LATHAM, NY
CAPABLE WEALTH, LLC · LATHAM, NY
LPL FINANCIAL LLC · LATHAM, NY
LPL FINANCIAL LLC · LATHAM, NY
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · LATHAM, NY

More in Latham, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor