AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
SD

Sheila M. Dunne

Some features on this profile are disabled
CRD#: 1242248
SD

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Sheila Maloney Dunne was a registered financial professional .

Sheila is a previously registered financial professional and started their career in finance in 1984. Sheila had worked at 6 firms and has passed the Series 63, Series 7 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 6, 2003 - May 15, 2014

WASHINGTON SECURITIES CORPORATION

BD
CRD#: 46213
CHEVY CHASE, MD
Past

January 2, 2003 - January 15, 2003

AEGIS CAPITAL CORP.

BD
CRD#: 15007
NEW YORK, NY
Past

December 21, 1988 - February 26, 2003

VOSS & CO., INC.

BD
CRD#: 6405
SPRINGFIELD, VA
Past

May 7, 1985 - December 20, 1988

ANDERSON & STRUDWICK, INCORPORATED

BD
CRD#: 48
Past

April 10, 1985 - July 17, 1985

DOMIK CORP.

BD
CRD#: 223
Past

May 1, 1984 - May 13, 1985

RIVIERE SECURITIES CORPORATION

BD
CRD#: 715

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 6/1/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


WS
WASHINGTON SECURITIES CORPORATION
WASHINGTON SECURITIES CORPORATION

CRD#: 46213 / SEC#: , 8-51359

Maryland
Registered Investment Advisory firm - SEC (4/25/2014 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
6935 Wisconsin Ave No. 510 Suite 510, Chevy Chase, MD 20815
Mailing Address
6935 Wisconsin Ave No. 510, Chevy Chase, MD 20815-6113
Phone number
(301) 657-4810
Established
Virginia since 08/20/1998
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
10

FINRA licenses (19 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
ZASTROW, EARL RAYMONDPRESIDENT, OWNER1816127
TURNER, NICKEY DALLASDIRECTOR1631638
ABBOTT, HENRY BRUCEROSFP, CCO, PRINCIPAL, CORP SECRETARY1249819
MILLARD, HERBERT JOSEPHFINOP, MUNICIPAL PRINCIPAL817355

Regulatory assets under management


Total Number of Accounts8
AUM (Assets Under Management)$ 6,975,967

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WASHINGTON SECURITIES CORPORATION

CRD#: 46213

TRUST BUT VERIFY

Monitor Sheila Dunne

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics