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 operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Real Estate Investing. Their firm serves 45,782 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFP Advisors provides discretionary investment management services for ancillary accounts established in connection with direct real estate investments. These accounts are used for holding working capital or managing excess cash. Investments are limited to liquid, conservative instruments. The fees for these services are included in the real estate advisory fees.
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.