Best Investors
Account
Sign in
Best Investors
Account
Sign in
165 Orinoco Drive, Brightwaters, NY 11718-1304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-11-30 |
Branch Locations
165 Orinoco Drive, Brightwaters, NY 11718-1304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sheehan & Company, Cpa, Pc | Brightwaters | NY | 12/1993 | Present |
| Sheehan Financial Advisors, Llc | Brightwaters | NY | 07/2017 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-30 |
Reach out to this advisor