William Sheehy
William Sheehy is a registered investment advisor at LPL Financial LLC, based in Hamilton, NJ, with 39 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
3812 Quakerbridge Rd #208, Hamilton, NJ, 08619
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William operates under the DBA Sheehy & Molinelli for his LPL business, dedicating about a quarter of his time to securities trading. He also works for Sheehy Associates, Inc., an insurance agency, where he sells life, health, and annuity products, dedicating minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Transamerica Financial Resources, INC.Broker
Transamerica Securities Sales CorporationBroker
John Hancock Distributors, INC.Broker
State Registrations27 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.