Conor Sheridan, financial advisor San Rafael CA

Conor Sheridan

CRD Number: 2377368
Current Firm: Sheridan Capital Management, LLC

Conor Sheridan (CRD# 2377368) is an Investment Advisor Representative working at Sheridan Capital Management, LLC in San Rafael, CA and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Sheridan Capital Management, LLC San Francisco, CA May 2011 - Current 9
Cambridge Investment Research, Inc. Fairfield, IA Jun 2006 - May 2011 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1993
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Conor M. Sheridan
Phone Number: 415-694-2076
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    170
    MILLIONS
  • Total Number of Accounts
    224
    ACCOUNTS
  • Average Account Value
    $761,145
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, TX, WA

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