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Edward Sheehan
27 Years of Experience
Boston, MA
2 DisclosuresBroker
Edward Sheehan is a registered investment advisor at Raymond James & Associates, INC., based in Boston, MA, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
One International Place, Suite 2810, Boston, MA, 02110
Get directionsHistory
Regulatory History (2)
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Customer Dispute
July 2013Settled
Customer Dispute
October 2001Denied
Other Business Activities
Edward serves on the board of governors for the Haverhill Golf & Country Club.
Employment History
Current Registrations
Raymond James & Associates, INC.
May 2021 - Present · 5 yrs
Raymond James & Associates, INC.
September 2016 - Present · 9 yrs 8 mos
Raymond James & Associates, INC.Broker
September 2016 - Present · 9 yrs 8 mos
Previous Registrations
Deutsche Bank Securities INC.Broker
March 2007 - September 2016 · 9 yrs 6 mos
Morgan Stanley Dw INC.Broker
July 1998 - March 2007 · 8 yrs 8 mos
State Registrations20 states
AZCACOCTFLINMAMENCNHNJOKPATNTXUTVAVTWAWV
AdvisorBrokerBoth
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
No exam information available for this advisor.