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Anne M Sheehy

Morgan Stanley

Boston, MA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2024-04-04
NH RA APPROVED 2024-04-04
TX RA APPROVED 2024-04-04
  • CT RA
    APPROVED
    Since 2024-04-04
  • NH RA
    APPROVED
    Since 2024-04-04
  • TX RA
    APPROVED
    Since 2024-04-04

Branch Locations

28 State Street 26Th Floor, Boston, MA 02109 • 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
Fidelity Investments Merrimack NH 09/2020 08/2021
Marist College Poughkeepsie NY 09/2016 05/2020
Millstone At 74 Main New London NH 05/2013 08/2018
New London Hospital New London NH 06/2018 08/2018
Strategic Social Media New London NH 05/2019 01/2020
Annie Ballin & Co New London NH 05/2020 07/2020
Little Brother Burger Co. New London NH 06/2020 08/2020
Morgan Stanley Boston MA 03/2024 Present
Fidelity Investments Merrimack NH 08/2021 03/2022
Fidelity Investments Nashua NH 03/2022 04/2023
Tec St. Leonards 06/2023 08/2023
Millstone At 74 Main New London NH 12/2023 03/2024
Unemployed Wilmot NH 08/2023 12/2023
  • 09/2020 → 08/2021
    Fidelity Investments
    Merrimack, NH
  • 09/2016 → 05/2020
    Marist College
    Poughkeepsie, NY
  • 05/2013 → 08/2018
    Millstone At 74 Main
    New London, NH
  • 06/2018 → 08/2018
    New London Hospital
    New London, NH
  • 05/2019 → 01/2020
    Strategic Social Media
    New London, NH
  • 05/2020 → 07/2020
    Annie Ballin & Co
    New London, NH
  • 06/2020 → 08/2020
    Little Brother Burger Co.
    New London, NH
  • 03/2024 → Present
    Morgan Stanley
    Boston, MA
  • 08/2021 → 03/2022
    Fidelity Investments
    Merrimack, NH
  • 03/2022 → 04/2023
    Fidelity Investments
    Nashua, NH
  • 06/2023 → 08/2023
    Tec
    St. Leonards
  • 12/2023 → 03/2024
    Millstone At 74 Main
    New London, NH
  • 08/2023 → 12/2023
    Unemployed
    Wilmot, NH
Previous Registrations
  • 2022-12-13 → 2023-05-26
    Fidelity Personal And Workplace Advisors
    Nashua, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-27
S63 Uniform Securities Agent State Law Examination 2021-03-05
  • S66 Uniform Combined State Law Examination
    2022-10-27
  • S63 Uniform Securities Agent State Law Examination
    2021-03-05
Other Names
  • Annie Marie Sheehy
  • Anne Marie Sheehy
  • Annie Sheehy

View on SEC IAPD

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Holly A Dumlupinar
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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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