AS
Allan R. Sheahan
BLDR WEALTH LLC
BOSTON, MA 02109
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CRD#: 6082961
AS
Professional summary
Allan Richard Sheahan, CFP®, who also goes by Allan Richard Sheahan, is a registered financial advisor currently at BLDR WEALTH LLC located in Boston, Massachusetts.
Allan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Allan has worked at 7 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Allan Richard Sheahan
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. NAME OF OTHER BUSINESS: CWM, DBA CARSON PARTNERS - CRD # 155344 INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING AND ADDITIONAL ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR START DATE: 4/2024 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: WILL BE HELPING THE REP WITH FINANCIAL PLANNING AND INVESTMENT MODELS; 2. NAME OF OTHER BUSINESS: S&S INNOVATIONS GROUP LLC INVESTMENT RELATED: NO ADDRESS: BOSTON, MA 02114 NATURE OF BUSINESS: RETAIL/ONLINE SALES START DATE: 1/2024 POSITION/TITLE/RELATIONSHIP: PARTNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: PASSIVE OWNER OF AN AMAZON STOREFRONT AND HAVE NO DAY-TO-DAY DUTIES; 3. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON WEALTH INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES FOR MARKETING PURPOSES START DATE: 1/2024 POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: PROVIDING FINANCIAL PLANNING AND PORTFOLIO MODELS FOR THE ADVISOR; 4. NAME OF OTHER BUSINESS: DC ADVISORS, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR PAYROLL PURPOSES START DATE: 4/2024 POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: PROVIDING FINANCIAL PLANNING SUPPORT AND PORTFOLIO MODELS TO REP;
CRS (Client Relationship Summary) - RIA
Click below to view Allan Richard Sheahan'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
May 20, 2025 - Present
BLDR WEALTH LLC
Office #1: 33 Broad Street 2nd Floor, Boston, MA 02109RIA
CRD#: 335077
BOSTON, MA
Past
April 3, 2024 - March 11, 2025
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
FOXBOROUGH, MA
Past
April 2, 2024 - March 3, 2025
CWM, LLC
RIA
CRD#: 155344
Foxborough, MA
Past
July 18, 2023 - April 5, 2024
CANTOR FITZGERALD INVESTMENT ADVISORS
RIA
CRD#: 159296
NEW YORK, NY
Past
October 10, 2022 - April 5, 2024
CANTOR FITZGERALD & CO.
BD
CRD#: 134
NEW YORK, NY
Past
February 8, 2019 - October 4, 2022
PACER FINANCIAL, INC.
BD
CRD#: 137040
MALVERN, PA
Past
July 20, 2012 - March 1, 2019
JACKSON NATIONAL LIFE DISTRIBUTORS LLC
BD
CRD#: 40178
FRANKLIN, TN
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.Highlighted states indicate IAR registrations
IAR
Florida(5/20/2025)
IAR
Kansas(5/28/2025)
IAR
Massachusetts(5/28/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
BW
BLDR WEALTH LLC
BLDR WEALTH LLC
CRD#: 335077 / SEC#:
Florida
Registered Investment Advisory firm - (5/20/2025 Approved)Kansas
Registered Investment Advisory firm - (3/28/2025 Approved)Massachusetts
Registered Investment Advisory firm - (5/28/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5931 Nieman Road Suite 200, Shawnee, KS 66203
Mailing Address
Phone number
(913) 586-6203
Established
Firm type
Fiscal year end
# of Employees
2
0
Red Flags
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Company Information
BLDR WEALTH LLC
CRD#: 335077Boston, MA 02109TRUST BUT VERIFY
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