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RS

Ryan J. Sheehan

STASH CAPITAL LLC
New York, NY 10016
Some features on this profile are disabled
CRD#: 5711433
RS

Professional summary


Ryan James Sheehan, who also goes by Ryan Sheehan, is a registered financial professional currently at STASH CAPITAL LLC located in New York, New York.

Ryan is registered as a RR (Registered Representative) and started their career in finance in 2012. Ryan has worked at 5 firms and has passed the Series 63, Series 57TO, SIE, Series 55, Series 7, Series 24 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ryan 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) - BD


Click below to view Ryan James Sheehan's CRS (Customer Relationship Summary).
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®
None

Experience


Current

November 11, 2020 - Present

STASH CAPITAL LLC

Office #1: 450 Park Avenue South Suite 10-111, New York, NY 10016
BD
CRD#: 287728
New York, NY
Past

October 3, 2019 - January 17, 2020

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
New York, NY
Past

May 30, 2018 - July 15, 2019

FIRST REPUBLIC SECURITIES COMPANY, LLC

BD
CRD#: 105108
NEW YORK, NY
Past

September 20, 2016 - June 7, 2018

VIRTU AMERICAS LLC

BD
CRD#: 149823
New York, NY
Past

February 17, 2012 - July 27, 2016

COWEN EXECUTION SERVICES LLC

BD
CRD#: 35693
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
New York
(11/11/2020)

Exams


State Security Law Exam
RR
Series 63
Date: 3/29/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 3/14/2013
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


SC
STASH CAPITAL LLC
STASH CAPITAL LLC | STASH FINANCIAL LLC

CRD#: 287728 / SEC#: , 8-69908

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
450 Park Avenue South Suite 10-111, New York, NY 10016
Mailing Address
115 E 34th St P.o. Box 1922, New York, NY 10016
Phone number
(800) 205-5164
Established
Delaware since 01/23/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
STASH FINANCIAL, INC.SOLE MEMBER
DANIELS, RICHARD MATTHEWFINOP5877964
KOPKIND, SAM MICHAELCHIEF COMPLIANCE OFFICER4612963
KRIEG, BRANDON ALEXCEO4074156

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


STASH CAPITAL LLC

CRD#: 287728New York, NY 10016

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