Thomas Sheridan, financial advisor Greenville SC

Thomas Sheridan

CRD Number: 6161488
Current Firm: Fintrust Capital Advisors, LLC

Thomas Sheridan (CRD# 6161488) is an Investment Advisor Representative working at Fintrust Capital Advisors, LLC in Greenville, SC and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Fintrust Brokerage Services, LLC Athens, GA Feb 2018 - Current 6
Fintrust Capital Partners, LLC Athens, GA Jan 2018 - Current 6
Fintrust Insurance And Benefits, Inc. Athens, GA Jul 2017 - Current 6
Fintrust Capital Advisors, LLC Athens, GA Feb 2015 - Current 9
Silver Oak Securities Inc. Jackson, TN Jul 2015 - Dec 2017 2
Trey Rhodes State Farm Agency Newnan, GA Sep 2016 - Jul 2017 < 1
Silver Oak Securities Inc. Jackson, TN Feb 2015 - Jul 2015 < 1
Sterne Agee Birmingham, AL Sep 2013 - Jan 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2013
S65 NASAA Investment Advisors Law Examination Jun 2014
Contact Info for Thomas C. Sheridan
Phone Number: 864-288-2849
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    1,725
    MILLIONS
  • Total Number of Accounts
    2,083
    ACCOUNTS
  • Average Account Value
    $827,962
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AL, CA, FL, GA, LA, OR, SC, TX

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