Kelly Sheahan, financial advisor Dunkirk MD

Kelly Sheahan

CRD Number: 6157839
Current Firm: Calvert Wealth Management, Inc.

Kelly Sheahan (CRD# 6157839) is an Investment Advisor Representative working at Calvert Wealth Management, Inc. in Dunkirk, MD and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Calvert Wealth Management, Inc. Dunkirk, MD Jun 2012 - Current 7
University Of Maryland Baltimore County Baltimore, MD Jan 2009 - May 2012 3
Gap, Inc. Columbia, MD Apr 2009 - Nov 2010 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2016
Contact Info for Kelly C. Sheahan
Phone Number: 301-812-1550
Registered State(s):
  • AZ
  • DE
  • DC
  • FL
  • MD
  • NC
  • PA
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Other
Types of Clients
Registered States


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

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