BS
BS

Brian Robert Sheehy

31 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
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Location

875 N Michigan Ave Ste 3100, Chicago, IL, 60611

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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 ActivitiesSells Insurance

Brian operates his LPL business through Pinnacle Wealth Management. He also works as an agent for term, long-term care, universal life, and fixed insurance, dedicating minimal time to this activity.

Employment History
Current Registrations
Private Client Services, LLCBroker
July 2025 - Present · 7 mos
Maridea Wealth Management
July 2025 - Present · 7 mos
Previous Registrations
LPL Financial LLC
January 2020 - July 2025 · 5 yrs 6 mos
LPL Financial LLCBroker
January 2020 - July 2025 · 5 yrs 6 mos
World Equity Group, INC.
September 2006 - January 2020 · 13 yrs 4 mos
World Equity Group, INC.Broker
August 2006 - January 2020 · 13 yrs 5 mos
Royal Alliance Associates, INC.Broker
November 2002 - August 2006 · 3 yrs 9 mos
Mutual Service CorporationBroker
August 2002 - November 2002 · 3 mos
Vestax Securities CorporationBroker
February 2001 - August 2002 · 1 yr 6 mos
Signator Investors, INC.Broker
February 1995 - February 2001 · 6 yrs
John Hancock Mutual Life Insurance CompanyBroker
February 1995 - May 1997 · 2 yrs 3 mos
Allmerica Investments, INC.Broker
September 1994 - December 1994 · 3 mos
State Registrations18 states
AZCACOFLIAILINMAMIMNNCNJNVPATNTXWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.