Patrick Sheehan
Patrick Sheehan is a registered investment advisor at Prodeo Asset Management, LLP, based in Charlotte, NC, with 34 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $3.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prodeo Asset Management's fees for separately managed accounts are negotiated with each client and are expected to be in the range of 0.25% to 1.00% annually. The firm may also receive performance-based incentive fees. Fees are calculated and owed at the end of the twelve-month period or upon termination of the account.
Location
6836 Carnegie Blvd, Ste 240, Charlotte, NC, 28211
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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.
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Patrick is a shareholder, director, and officer of VP Research, Inc., which provides market commentary and trade ideas. He is also the Manager and Registered Agent of Big Label Records, LLC, the CEO of Elevation LLC (a FINRA-registered broker dealer), and a Partner in Prodeo Asset Management, LLP.
Employment History
Current Registrations
Prodeo Asset Management, LLP
Elevation, LLCBroker
Previous Registrations
Deutsche Bank Securities INC.Broker
Rbs Greenwich CapitalBroker
First Union Securities, INC.Broker
First Union Capital Markets CORP.Broker
First Union Capital Markets CORP.Broker
State Registrations3 states
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