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Kelly Colleen Sheahan

Calvert Wealth Management, Inc.

Dunkirk, MD

CRD 6157839

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Employer firm

Calvert Wealth Management, Inc. CRD 115639

$190M regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • CONSULTING

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

Current Employers
Calvert Wealth Management, Inc.

3175 West Ward Road Suite 120, Dunkirk, MD 20754 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-01-01
  • MD RA
    APPROVED
    Since 2025-01-01

Branch Locations

3175 West Ward Rd. Suite 120, Dunkirk, MD 20754 • 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
Calvert Wealth Management, Inc. Dunkirk MD 06/2012 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-04-18
  • S65 Uniform Investment Adviser Law Examination
    2016-04-18

View on SEC IAPD

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