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Conor Michael Sheridan

Sheridan Capital Management, LLC

San Rafael, CA

CRD 2377368

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Employer firm

Sheridan Capital Management, LLC CRD 156705

$217M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Sheridan Capital Management, Llc

San Rafael, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
LA RA APPROVED 2022-05-23
TX RA APPROVED_RES 2011-03-18
  • CA RA
    APPROVED
    Since 2025-01-01
  • LA RA
    APPROVED
    Since 2022-05-23
  • TX RA
    APPROVED_RES
    Since 2011-03-18

Branch Locations

San Rafael, CA • 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
Sheridan Capital Management, Llc San Francisco CA 05/2011 Present
Previous Registrations
  • 2006-06-12 → 2011-05-18
    Cambridge Investment Research Advisors, Inc.
    San Francisco, CA
    San Francisco, CA
  • 2005-02-03 → 2006-06-09
    Amg Distributors, Inc.
    Stamford, CT
  • 2000-07-01 → 2005-01-20
    Fremont Investment Advisors Inc
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-21
S63 Uniform Securities Agent State Law Examination 1993-08-26
  • S65 Uniform Investment Adviser Law Examination
    1999-12-21
  • S63 Uniform Securities Agent State Law Examination
    1993-08-26

View on SEC IAPD

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