Nicholas Sheridan (CRD# 5348570) is an Investment Advisor Representative working at Commonwealth Financial Network in West Hartford, CT and has over 16 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | Waltham, MA | Mar 2021 - Current | 3 |
| Sheridan Wealth Management, LLC | West Hartford, CT | Mar 2021 - Current | 3 |
| Lindberg & Ripple | West Hartford, CT | May 2017 - Mar 2021 | 3 |
| M Holdings Securities | Portland, OR | May 2017 - Mar 2021 | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | West Hartford, CT | May 2007 - May 2017 | 10 |
| Bank Of America, N.a. | West Hartford, CT | May 2007 - May 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2007 |
- CT
-
Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
-
Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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