Brendan Sheehan, financial advisor Westborough MA
96 score

Brendan Sheehan

CRD Number: 4446896
Current Firm: National Planning Corporation ("npc Of America" In Fl & Ny)

Brendan Sheehan (CRD# 4446896) is an Investment Advisor Representative working at National Planning Corporation ("npc Of America" In Fl & Ny) in Westborough, MA and has over 15 years of experience in the finance industry. Brendan Sheehan 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.

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Professional Designations
Company Name Location Dates Years
National Planning Corporation Westborough, MA Aug 2013 - Current 3
Ameriprise Financial Services Inc. Worcester, MA Jul 2008 - Aug 2013 5
Mintz Levin Financial Advisors LLC Boston, MA May 2007 - Jul 2008 1
Ameriprise Financial Services, Inc. Braintree, MA Mar 2007 - May 2007 < 1
First Advisors, Inc. Braintree, MA Jan 2007 - Mar 2007 < 1
Sheehan Gorelik LLC Braintree, MA Feb 2006 - Mar 2007 1
Ffp Securities, Inc. Braintree, MA Jul 2003 - Mar 2007 3
Sheehan Life Planning Braintree, MA Jul 2003 - Mar 2007 3
Sheehan Elder Planning Braintree, MA Jul 2001 - Mar 2007 5
Ffp Advisory Services, Inc. Braintree, MA Jul 2003 - Jan 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2001
Contact Info for Brendan D. Sheehan
Phone Number: 310-899-7900
Firm Website: https://www.natplan.com
Registered State(s):
  • CA
  • CO
  • CT
  • FL
  • GA
  • IN
  • ME
  • MA
  • NH
  • PA
  • RI
  • TX
  • UT
  • VT
  • VA
By the Numbers
  • Total Assets Under Management
    7,811
    MILLIONS
  • Total Number of Accounts
    42,943
    ACCOUNTS
  • Average Account Value
    $181,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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