Timothy James Sheehan
Professional Summary
Timothy James Sheehan is a registered financial advisor currently at SKYVIEW INVESTMENT ADVISORS, LLC located in Zionsville, Indiana and FINALIS SECURITIES LLC located in New York, New York. Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Timothy has worked at 9 firms and has passed the Series 65, Series 63, Series 79TO, Series 99TO, SIE, Series 3, Series 7, Series 30 and...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
32 years in the financial services industry
Current & Past Employments
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Current Firm
BLACKPOINT ASSET MANAGEMENT | SKYVIEW VANTAGE POINT PARTNERS | SKYVIEW INVESTMENT ADVISORS, LLC | BLACKPOINT SELECT ALTERNATIVES | BLACKPOINT MULTI-SERIES | BLACKPOINT MANAGEMENT | BLACKPOINT LONG-TERM OPPORTUNISTIC | BLACKPOINT INVESTMENT MANAGEMENT | BLACKPOINT CAPITAL PARTNERS | BLACKPOINT CAPITAL MANAGEMENT | BLACKPOINT CAPITAL
Contact Information
Main Address
595 Shrewsbury Avenue Suite 203, Shrewsbury, NJ 07702Phone Number
(732) 936-2880# of Employees
21SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
27AUM (Assets Under Management)
$8,323,551,811Similar Advisors
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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.
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Primary Firm SEC Registration
BLACKPOINT ASSET MANAGEMENT | SKYVIEW VANTAGE POINT PARTNERS | SKYVIEW INVESTMENT ADVISORS, LLC | BLACKPOINT SELECT ALTERNATIVES | BLACKPOINT MULTI-SERIES | BLACKPOINT MANAGEMENT | BLACKPOINT LONG-TERM OPPORTUNISTIC | BLACKPOINT INVESTMENT MANAGEMENT | BLACKPOINT CAPITAL PARTNERS | BLACKPOINT CAPITAL MANAGEMENT | BLACKPOINT CAPITAL
State Registrations and Notice Filings
(10/26/2023)
(10/24/2023)
(4/2/2018)
(1/2/2026)
(10/21/2025)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Timothy James Sheehan's CRS (Customer Relationship Summary).
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