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Erin Sheehan

21 Years of Experience
Los Angeles, CA
Broker

Erin Sheehan is a registered investment advisor at Capital Client Group, INC., based in Los Angeles, CA, with 21 years of industry experience. Erin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
583 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

333 South Hope Street, 55th Floor, Los Angeles, CA, 90071-1447

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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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Employment History
Current Registrations
Capital Client Group, INC.
May 2024 - Present · 2 yrs
Capital Client Group, INC.
May 2024 - Present · 2 yrs
Capital Client Group, INC.Broker
May 2024 - Present · 2 yrs
Previous Registrations
T. Rowe Price Associates, INC.
January 2023 - April 2024 · 1 yr 3 mos
T. Rowe Price Associates, INC.
March 2019 - June 2022 · 3 yrs 3 mos
T. Rowe Price Advisory Services, INC.
August 2017 - March 2019 · 1 yr 7 mos
T. Rowe Price Investment Services, INC.Broker
August 2014 - April 2024 · 9 yrs 8 mos
Funds Distributor, LLCBroker
January 2008 - July 2014 · 6 yrs 6 mos
The Huntington Investment CompanyBroker
December 2004 - January 2008 · 3 yrs 1 mo
State Registrations2 states
CAWA
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.