Daniel Sheehan, financial advisor Charlottesville VA
93 score

Daniel Sheehan

CRD Number: 4557608
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Daniel Sheehan (CRD# 4557608) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlottesville, VA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Charlottesville, VA Jun 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlottesville, VA Apr 2015 - Current 1
Wells Fargo Advisors LLC Richmond, VA May 2009 - Apr 2015 5
Wachovia Securities, LLC Richmond, VA Mar 2008 - May 2009 1
Wachovia Securities, LLC Richmond, VA Jul 2007 - May 2009 1
Wachovia Securities, LLC Richmond, VA Jun 2003 - May 2009 5
Virginia Tech Student Services Blacksburg, VA Feb 2006 - May 2007 1
Virginia Tech Blacksburg, VA Aug 2003 - May 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for Daniel B. Sheehan
Phone Number: 800-637-7455
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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