Michael Sheridan
Michael Sheridan is a CFP-designated registered investment advisor at Independent Financial Partners, based in Camillus, NY, with 32 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Real Estate Investing. Their firm serves 54,154 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $30.0M | 1.65% |
| $30.0M - $60.0M | 1.25% |
| $60.0M - $90.0M | 1.10% |
| $90M+ | 1.00% |
Fees apply to the entire average daily assets under advisement when a threshold is met, rather than on a marginal basis.
Fee Estimator
Location
101 Knowell Road, Camillus, NY, 13031
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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
Michael owns MS & MP Holdings, LLC, a holding company for property, and Harbor Wealth Advisors CNY, INC, an S-Corp for financial services compensation, dedicating minimal time to each. Michael is also an agent for Specific Solutions and Pinnacle, selling fixed life, annuity insurance, and fixed insurance, dedicating minimal time to each.
Employment History
Current Registrations
Independent Financial Partners
Ifp Securities, LLCBroker
Previous Registrations
Key Investment Services LLC
Key Investment Services LLCBroker
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
Key Investments INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations11 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.
Exams
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