Christopher Sheehy (CRD# 5264526) is an Investment Advisor Representative working at Harborlight Investments, LLC in El Cerrito, CA and has over 12 years of experience in the finance industry. Christopher Sheehy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Harborlight Investments, LLC | El Cerrito, CA | Jan 2017 - Current | 7 |
| Wynn Capital Management | Santa Cruz, CA | Sep 2015 - Dec 2016 | 1 |
| High Tech Ventures | Cambridge, MA | Sep 2014 - Jul 2015 | < 1 |
| Extended Travel | San Francisco, CA | Jan 2013 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2012 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2015 |
- CA
-
Total Assets Under Management77MILLIONS
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Total Number of Accounts289ACCOUNTS
-
Average Account Value$267,173
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
CA
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