Mary Sheahan (CRD# 7278381) is an Investment Advisor Representative working at The Fiduciary Alliance in Greenville, SC and has 1 year of experience in the finance industry.
CRD# 4689658
Dinergy
CRD# 4456936
Apex Capital Management LLC
CRD# 6162753
Brookstone Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Fiduciary Alliance | Greenville, SC | May 2023 - Current | < 1 |
| Ameriprise Financial Services, LLC | Sterling Heights, MI | Jun 2020 - May 2023 | 2 |
| Holy Name Catholic School | Birmingham, MI | Aug 2017 - Jun 2020 | 2 |
| Lindamood-bell Learning Processes | Bingham Farms, MI | Jun 2018 - Apr 2019 | < 1 |
| St. Lucy Catholic Church | St. Clair Shores, MI | Sep 2016 - Sep 2017 | 1 |
| Divine Mercy Center - Servants Of Jesus Of The Divine Mercy | Clinton Twp, MI | Jan 2015 - Mar 2017 | 2 |
| Unemployed | Macomb Twp, MI | Nov 2014 - Jan 2015 | < 1 |
| Wayne State University School Of Medicine | Detroit, MI | Aug 2014 - Nov 2014 | < 1 |
| Unemployed | Macomb Twp, MI | May 2014 - Aug 2014 | < 1 |
| Wayne State University | Detroit, MI | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
| S63 | Uniform Securities State Law Examination | Jun 2022 |
- MI
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Total Assets Under Management865MILLIONS
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Total Number of Accounts11,514ACCOUNTS
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Average Account Value$75,108
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, FL, GA, IL, LA, MA, MI, MN, NC, ND, NE, NH, NJ, NY, OH, OR, SC, SD, TN, TX, VA
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