Brendan Harry Sheehan

Employer firm

Wealthcare Advisory Partners LLC CRD 171976

$8.29B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2021 → 07/2023
  Securities America, Inc
  Neptune City, NJ
• 03/1996 → 05/2021
  United States Postal Service
  Trenton, NJ
• 05/2021 → Present
  Brendan'S Tax Service Llc
  Yardville, NJ
• 09/2022 → 07/2023
  Securities America Advisors
  Neptune City, NJ
• 07/2023 → Present
  Wealthcare Advisory Partners Llc D/B/A Birds Eye Wealth Planning
  Neptune City, NJ

Previous Registrations

• 2022-09-29 → 2023-08-03
  Securities America Advisors, Inc.
  Neptune City, NJ

Other Businesses

BRENDAN'S TAX SERVICE LLC POSITION: owner NATURE: Income Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 24 START DATE: 01/01/1990 ADDRESS: 4865 South Broad St, Yardville NJ 08620 DESCRIPTION: I prepare income tax returns

Exams

• S66 Uniform Combined State Law Examination
  2022-09-16

Other Names

• Brendan Harry Sheehan