Bradley E. Sheahan

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CRD#: 1756751

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.

Bradley Emmett Sheahan, who also goes by Brad Sheahan, was a registered financial professional .

Bradley is a previously registered financial professional and started their career in finance in 1991. Bradley had worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Brad Sheahan

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

March 8, 2011 - January 2, 2020

CALVERT WEALTH MANAGEMENT, INC.

RIA

CRD#: 115639

DUNKIRK, MD

Past

January 31, 2011 - December 31, 2019

APW CAPITAL, INC.

CRD#: 43814

DUNKIRK, MD

Past

September 15, 1998 - February 3, 2011

LPL FINANCIAL LLC

RIA

CRD#: 6413

HUNTINGTOWN, MD

Past

September 1, 1998 - February 3, 2011

LPL FINANCIAL LLC

CRD#: 6413

HUNTINGTOWN, MD

Past

May 29, 1997 - September 1, 1998

CETERA WEALTH SERVICES, LLC

CRD#: 13572

EL SEGUNDO, CA

Past

September 9, 1993 - May 9, 1997

CETERA WEALTH SERVICES, LLC

CRD#: 13572

EL SEGUNDO, CA

Past

December 6, 1991 - August 24, 1993

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CALVERT WEALTH MANAGEMENT, INC.

CALVERT FINANCIAL ADVISORY, INC. | CALVERT WEALTH MANAGEMENT, INC.

CRD#: 115639 / SEC#: 801-118382

RIA

Registered Investment Advisory firm - (4/7/2020 Approved)

Arizona

Registered Investment Advisory firm - (4/9/2020 Terminated)

Delaware

Registered Investment Advisory firm - (4/9/2020 Terminated)

District of Columbia

Registered Investment Advisory firm - (4/9/2020 Terminated)

Florida

Registered Investment Advisory firm - (4/9/2020 Terminated)

Maryland

Registered Investment Advisory firm - (4/13/2020 Terminated)

North Carolina

Registered Investment Advisory firm - (4/14/2020 Terminated)

Pennsylvania

Registered Investment Advisory firm - (4/9/2020 Terminated)

Texas

Registered Investment Advisory firm - (4/9/2020 Terminated)

Virginia

Registered Investment Advisory firm - (4/9/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/27/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/8/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/11/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/4/1991

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/29/1998

General Securities Principal Examination

Current Firm

CALVERT WEALTH MANAGEMENT, INC.

CALVERT FINANCIAL ADVISORY, INC. | CALVERT WEALTH MANAGEMENT, INC.

CRD#: 115639 / SEC#: 801-118382

RIA

Registered Investment Advisory firm - (4/7/2020 Approved)

Arizona

Registered Investment Advisory firm - (4/9/2020 Terminated)

Delaware

Registered Investment Advisory firm - (4/9/2020 Terminated)

District of Columbia

Registered Investment Advisory firm - (4/9/2020 Terminated)

Florida

Registered Investment Advisory firm - (4/9/2020 Terminated)

Maryland

Registered Investment Advisory firm - (4/13/2020 Terminated)

North Carolina

Registered Investment Advisory firm - (4/14/2020 Terminated)

Pennsylvania

Registered Investment Advisory firm - (4/9/2020 Terminated)

Texas

Registered Investment Advisory firm - (4/9/2020 Terminated)

Virginia

Registered Investment Advisory firm - (4/9/2020 Terminated)

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Contact information

Main Address

3175 West Ward Road Suite 120, Dunkirk, MD 20754

Mailing Address

Phone number

(301) 812-1550

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CALVERT WEALTH MANAGEMENT ADV PART 2 (3/18/2025)

Regulatory assets under management

Total Number of Accounts	766
AUM (Assets Under Management)	$ 167,541,147

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.

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Advisor Monitoring

Firm Stability Insights

Bradley E. Sheahan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

APW CAPITAL, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

CALVERT WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/27/1994

Series 63

Date: 1/8/1992

SIE

Date: 10/1/2018

Series 7

Date: 7/11/1998

Series 6

Date: 12/4/1991

Series 24

Date: 11/29/1998

Current Firm

CALVERT WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CALVERT WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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