TS
Timothy J. Sheehan
SKYVIEW INVESTMENT ADVISORS
Zionsville, IN
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CRD#: 2546510
TS
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 Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
1. NORTH & ASHLAND, LLC, INVESTMENT RELATED, FAMILY OFFICE, MANAGING MEMBER SINCE MAY 16, 2018, 8 HRS/MONTH, 8 HRS/MONTH DURING TRADING HOURS, ENTITY SET UP TO COORDINATE COMMENDA AND SKYVIEW BUSINESS ACTIVITIES. 2. COMMENDA INC, INVESTMENT RELATED, 6300 POWERS FERRY ROAD, SUITE 600-231 ATLANTA, GA 30339, ADVISORY, PARTNER, 6/2018, 40 HRS/MONTH, 40 HRS/MONTH DURING TRADING HOURS, RELATIONSHIP MANAGEMENT 3. SKYVIEW INVESTMENT ADVISORS, INVESTMENT RELATED, 595 SHREWSBURY AV. SUITE 203, SHREWSBURY NJ 07702, REGISTERED INVESTMENT ADVISER, ADVISOR STARTED 05/2016, 40 HRS/MONTH, 40 HRS/MONTH DURING TRADING HRS., RELATIONSHIP MANAGEMENT 4. BLACKPOINT CAPITAL; INVESTMENT RELATED; 5193 Rangewood Dr, Noblesville, IN, 46077; ADVISORY, PARTNER; 7/2022; 40 HRS/MONTH; 40 HRS/MONTH DURING TRADING HOURS; MANAGE CAPITAL MARKETS PRACTICE
CRS (Client Relationship Summary) - RIA
Click below to view Timothy James Sheehan's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 2, 2018 - Present
SKYVIEW INVESTMENT ADVISORS, LLC
RIA
CRD#: 286353
Zionsville, IN
Current
January 5, 2023 - Present
FINALIS SECURITIES LLC
Office #1: 228 Park Ave South Suite 85550, New York, NY 10003BD
CRD#: 305908
New York, NY
Past
September 21, 2016 - October 24, 2023
COMMENDA SECURITIES, LLC
BD
CRD#: 164664
Zionsville, IN
Past
December 19, 2015 - September 9, 2016
BPV CAPITAL MANAGEMENT, LLC
RIA
CRD#: 151588
Zionsville, IN
Past
May 7, 2015 - April 12, 2016
FORESIDE FUND SERVICES, LLC
BD
CRD#: 46106
PORTLAND, ME
Past
February 10, 2010 - April 6, 2015
BPV RESOURCES, LLC
RIA
CRD#: 151994
INDIANAPOLIS, IN
Past
October 20, 1998 - April 6, 2015
CAIN BROTHERS & COMPANY, LLC
BD
CRD#: 13649
INDIANAPOLIS, IN
Past
September 8, 1998 - September 30, 1998
CAIN BROTHERS & COMPANY, LLC
BD
CRD#: 13649
Past
September 1, 1995 - September 11, 1998
B. C. ZIEGLER AND COMPANY
BD
CRD#: 61
CHICAGO, IL
Past
October 11, 1994 - August 29, 1995
BANCAMERICA SECURITIES, INC.
BD
CRD#: 17977
SAN FRANCISCO, CA
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".
SI
SKYVIEW INVESTMENT ADVISORS, LLC
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
CRD#: 286353 / SEC#: 801-109017
RIA
Registered Investment Advisory firm - (2/9/2017 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Indiana(10/26/2023)
RR
Massachusetts(10/24/2023)
IAR
New Jersey(4/2/2018)
RR
New York(6/16/2023)
RR
South Carolina(10/21/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
SI
SKYVIEW INVESTMENT ADVISORS, LLC
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
CRD#: 286353 / SEC#: 801-109017
RIA
Registered Investment Advisory firm - (2/9/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
595 Shrewsbury Avenue Suite 203, Shrewsbury, NJ 07702
Mailing Address
Phone number
(732) 936-2880
Established
Firm type
Fiscal year end
# of Employees
17
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 11 |
| AUM (Assets Under Management) | $ 6,902,401,627 |
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.
