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Clare Margaret Mary Sheehan

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boston, MA

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-07-30
TX RA APPROVED 2026-07-30
  • CT RA
    APPROVED
    Since 2026-07-30
  • TX RA
    APPROVED
    Since 2026-07-30

Branch Locations

100 Federal St Pbig - Boston Private Wealth Ctr, Boston, MA 02110 • 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
Morgan Stanley Middleton MA 05/2016 07/2026
Morgan Stanley Private Bank, N.A. New York NY 08/2016 07/2026
Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 07/2026 Present
Previous Registrations
  • 2016-08-25 → 2026-07-31
    Morgan Stanley
    Worcester, MA
    Springfield, MA
    Worcester, MA
    Middleton, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-08-25
S63 Uniform Securities Agent State Law Examination 1996-08-07
  • S66 Uniform Combined State Law Examination
    2016-08-25
  • S63 Uniform Securities Agent State Law Examination
    1996-08-07
Other Names
  • Clare Sheehan
  • Clare M Sheehan
  • Clare M Cox
  • Clare Margaret Mary Sheehan
  • Clare Sheehan Cox
  • Clare Margaret Mary Cox

View on SEC IAPD

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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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