Brendan Sheehan
Brendan Sheehan is a CFP-designated registered investment advisor at LPL Financial LLC, based in Medfield, MA, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Medfield, MA
Get directionsHistory
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
Brendan is a partner/agent at Waymark Wealth Management, LLC, selling non-variable insurance products since 2013, dedicating a few hours per week. He also operates a DBA for his LPL business and owns rental real estate, dedicating minimal time to the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Mintz Levin Financial Advisors LLC
Ameriprise Financial Services, INC.Broker
First Advisors, INC.
Sheehan Gorelik LLC
Ffp Advisory Services INC
Ffp Securities, INC.Broker
Sheehan Elder Planning, INC.
Eastern Point Advisors INC.
Investors Capital CORP.Broker
State Registrations24 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.