BS
BS

Brendan Harry Sheehan

5 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
165 advisors
Number of Clients
9,142 clients
Average Client Portfolio
$658K average
Assets Under Management
$6.0B

Fee Structure

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Location

3600 Route 66, Suite 150, Neptune, NJ, 07753

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Brendan owns Brendan's Tax Service LLC, where he prepares income tax returns. This takes about half of his time, with a portion of that time dedicated to securities trading.

Employment History
Current Registrations
Wealthcare Advisory Partners LLC
July 2023 - Present · 2 yrs 7 mos
Previous Registrations
Securities America Advisors, INC.
September 2022 - August 2023 · 11 mos
Securities America, INC.Broker
January 2022 - August 2023 · 1 yr 7 mos
H.D. Vest Investment Securities, INC.Broker
November 1993 - October 1995 · 1 yr 11 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.