GS
Gregory R. Sheehan
KESTRA ADVISORY SERVICES
Holyoke, MA 01040
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CRD#: 4159020
GS
Gregory Robert SheehanKESTRA ADVISORY SERVICES
Professional summary
Gregory Robert Sheehan, AIF® is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Holyoke, Massachusetts and KESTRA INVESTMENT SERVICES, LLC located in Holyoke, Massachusetts.
Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Gregory has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
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.
Name: WTF REALTY, LLC POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/21/2021 ADDRESS: Name: 1632 NORTHAMPTON ST, HOLYOKE MA 01040-1941, United States DESCRIPTION: I'm obligated to keep up the property, pay all taxes and mortgage on the property, maintain the interior and exterior of the property Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/03/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: RVCC NON PROFIT BOARD MEMBER POSITION: Board Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/27/2020 ADDRESS: 130 Industrial Drive, Northampton MA 01060, United States DESCRIPTION: Advise the Executive director as needed. Review budgets, vote on action items Name: THE COLLECTIVE COMPANIES POSITION: Founder NATURE: Coaching, speaking , Leadership Development INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 12/11/2020 ADDRESS: 1 Pheasant Run, South Hadley MA 01075, United States DESCRIPTION: Coach staff, develop Leaders and offer key note speaking engagements for outside organizations. Name: COUNTRY BANK CORPORATOR POSITION: Corporator NATURE: Non Compensated INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/27/2020 ADDRESS: 75 Main Street, Ware MA 01082, United States DESCRIPTION: Vote on proposed changes from the board. Be a good will ambassador for the bank, attend meetings. Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/03/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Robert 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®
Experience
Current
September 4, 2025 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 1632 Northampton Street, Holyoke, MA 01040RIA
CRD#: 283330
Holyoke, MA
Current
September 3, 2025 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 1632 Northampton St, Holyoke, MA 01040BD
CRD#: 42046
Holyoke, MA
Past
February 5, 2008 - September 4, 2025
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
Holyoke, MA
Past
January 31, 2008 - September 4, 2025
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
Holyoke, MA
Past
May 18, 2005 - January 31, 2008
OSAIC INSTITUTIONS, INC.
RIA
CRD#: 35371
SOUTH HADLEY, MA
Past
April 1, 2004 - January 31, 2008
OSAIC INSTITUTIONS, INC.
BD
CRD#: 35371
SOUTH HADLEY, MA
Past
August 29, 2003 - April 7, 2004
LPL FINANCIAL LLC
BD
CRD#: 6413
FORT MILL, SC
Past
January 9, 2002 - August 19, 2003
PRUDENTIAL RETIREMENT BROKERAGE SERVICES, INC.
BD
CRD#: 40596
HARTFORD, CT
Past
March 24, 2000 - December 7, 2001
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
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".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 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
Arizona(9/3/2025)
RR
California(9/3/2025)
RR
Connecticut(9/3/2025)
RR
Delaware(9/3/2025)
RR
Florida(9/3/2025)
RR
Georgia(9/3/2025)
RR
Iowa(9/3/2025)
RR
Maine(9/3/2025)
IAR
Massachusetts(9/5/2025)
RR
Massachusetts(9/11/2025)
RR
Michigan(9/3/2025)
RR
Nevada(9/3/2025)
RR
New Hampshire(9/3/2025)
RR
New Jersey(9/3/2025)
RR
New York(9/3/2025)
RR
North Carolina(9/12/2025)
RR
Ohio(9/10/2025)
RR
Rhode Island(9/3/2025)
RR
South Carolina(9/3/2025)
RR
South Dakota(12/3/2025)
RR
Texas(9/3/2025)
IAR
Texas(9/4/2025)
RR
Vermont(9/3/2025)
RR
Virginia(9/3/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Loading...
Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/01/2025 | ||
| 12/23/2024 | ||
| 10/20/2023 |
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
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330Holyoke, MA 01040TRUST BUT VERIFY
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