Kevin George Schmutz

Employer firm

Sheehan Financial Advisors, LLC CRD 126560

68 advisory clients

Reported services (Item 5G)

• Financial planning
• 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

• 12/1993 → Present
  Sheehan & Company, Cpa, Pc
  Brightwaters, NY
• 07/2017 → Present
  Sheehan Financial Advisors, Llc
  Brightwaters, NY

Other Businesses

1) Sheehan & Company, CPA, PC, 165 Orinoco Drive, Brightwaters, NY 11718, business is not investment related, the business is a public accounting firm, Partner, 25% owner, approximately 85-95% of business time providing accounting, auditing and tax services to his clients, start 12/1993 2) 165 Orinoco Drive LLC, 165 Orinoco Drive, Brightwaters, NY 11718, business is not investment related, the business owns the building, Partner 25% owner, approximately 1 hour a month, start 7/2017. 3) Sheehan Financial Advisors, LLC, 165 Orinoco Drive, Brightwaters, NY 11718, business provides financial planning services and referrals to third party investment advisor programs, 25% member, approximately 5%-15% of business time, start 7/2017.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-11-30