Clare Margaret Mary Sheehan

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 05/2016 → 07/2026
  Morgan Stanley
  Middleton, MA
• 08/2016 → 07/2026
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 07/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA

Previous Registrations

• 2016-08-25 → 2026-07-31
  Morgan Stanley
  Worcester, MA
  Springfield, MA
  Worcester, MA
  Middleton, MA

Exams

• 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