Sheridan Capital Management, LLC

Sheridan Capital Management, LLC (CRD# 156705) is a financial advisory firm headquartered in San Rafael, CA. They manage $167,370,536 in 238 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
6 Mt. Tenaya Court, San Rafael, CA 94903
https://www.linkedin.com/in/conor-sheridan-0839003/
By the Numbers
  • Total Assets Under Management
    167
    MILLION
  • Total Number of Accounts
    238
    ACCOUNTS
  • Average Account Value
    $703,238
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
The map below shows states where this firm has explicit registration only.

CA, LA, TX, WA

Financial Advisors at Sheridan Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Conor Sheridan, financial advisor San Rafael CA
Conor M. Sheridan
CRD#: 2377368
6 Mt. Tenaya Court, San Rafael, CA 94903

Conor Sheridan (CRD# 2377368) is an Investment Advisor Representative working at Sheridan Capital Management, LLC in San Rafael, CA and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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