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MS

Madalena N. Sheehan

Some features on this profile are disabled
CRD#: 2565845
MS

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.

Madalena Nicole Sheehan, who also goes by Madalena Sheehan, was a registered financial professional .

Madalena is a previously registered financial professional and started their career in finance in 1995. Madalena had worked at 8 firms and has passed the SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Madalena Sheehan

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 16, 2016 - June 23, 2016

DIRECT MATCH

BD
CRD#: 226580
New York, NY
Past

August 31, 2010 - August 30, 2011

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
NEW YORK, NY
Past

May 3, 2010 - September 16, 2010

MORGAN STANLEY

BD
CRD#: 149777
NEW YORK, NY
Past

November 25, 2009 - May 3, 2010

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY
Past

June 1, 2009 - December 2, 2009

MORGAN STANLEY

BD
CRD#: 149777
NEW YORK, NY
Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY
Past

September 8, 2005 - April 2, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
NEW YORK, NY
Past

September 1, 1998 - August 18, 2005

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

June 20, 1997 - September 1, 1998

SALOMON BROTHERS INC.

BD
CRD#: 740
NEW YORK, NY
Past

January 30, 1995 - June 9, 1997

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY

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

General Industry/Product Exam
RR
SIE
Date: 6/23/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/28/1995
General Securities Representative Examination

Current Firm

DM
DIRECT MATCH
DIRECT MATCH | DIRECT MATCH LLC

CRD#: 226580 / SEC#: , 8-69622

BD
Terminated by SEC on 12/24/2016
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Contact information

Main Address
Mailing Address
Phone number
Established
Delaware since 05/14/2014
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
DIRECT MATCH HOLDINGS INCMANAGING MEMBER
CHUNG, MICHAELFINOP/CFO5739877
GRECO, JAMES LOUIS IIICEO5883417
KRUKOWSKI, JULIAN THEODORECCO3070439

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

DIRECT MATCH

CRD#: 226580

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