Brian Sheehan is a CFP-designated registered investment advisor at Rossmore Private Capital, LLC, based in Glastonbury, CT, with 10 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 260 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and range from 0.05% to 2.00%.
Fee Estimator
Location
628 Hebron Avenue, Suite 306, Glastonbury, CT, 06033
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 Activities
Brian is a director at Malta House of Care, Inc., a non-profit charitable organization providing medical services to the poor and uninsured. He spends minimal time annually on oversight of operations, focusing on budgeting and financial reporting.
Employment History
Current Registrations
Rossmore Private Capital, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.