KS
Kelly C. Sheahan
CALVERT WEALTH MANAGEMENT
DUNKIRK, MD 20754
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CRD#: 6157839
KS
Professional summary
Kelly Colleen Sheahan, AIF® is a registered financial advisor currently at CALVERT WEALTH MANAGEMENT, INC. located in Dunkirk, Maryland.
Kelly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Kelly has worked at 1 firm and has passed the Series 65 exam.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Kelly Colleen 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
April 18, 2016 - Present
CALVERT WEALTH MANAGEMENT, INC.
Office #1: 3175 West Ward Rd. Suite 120, Dunkirk, MD 20754RIA
CRD#: 115639
DUNKIRK, MD
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".
CW
CALVERT WEALTH MANAGEMENT, INC.
CALVERT FINANCIAL ADVISORY, INC. | CALVERT WEALTH MANAGEMENT, INC.
CRD#: 115639 / SEC#: 801-118382
RIA
Registered Investment Advisory firm - (4/7/2020 Approved)Arizona
Registered Investment Advisory firm - (4/9/2020 Terminated)Delaware
Registered Investment Advisory firm - (4/9/2020 Terminated)District of Columbia
Registered Investment Advisory firm - (4/9/2020 Terminated)Florida
Registered Investment Advisory firm - (4/9/2020 Terminated)Maryland
Registered Investment Advisory firm - (4/13/2020 Terminated)North Carolina
Registered Investment Advisory firm - (4/14/2020 Terminated)Pennsylvania
Registered Investment Advisory firm - (4/9/2020 Terminated)Texas
Registered Investment Advisory firm - (4/9/2020 Terminated)Virginia
Registered Investment Advisory firm - (4/9/2020 Terminated)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
Maryland(4/18/2016)
Current Firm
CW
CALVERT WEALTH MANAGEMENT, INC.
CALVERT FINANCIAL ADVISORY, INC. | CALVERT WEALTH MANAGEMENT, INC.
CRD#: 115639 / SEC#: 801-118382
RIA
Registered Investment Advisory firm - (4/7/2020 Approved)Arizona
Registered Investment Advisory firm - (4/9/2020 Terminated)Delaware
Registered Investment Advisory firm - (4/9/2020 Terminated)District of Columbia
Registered Investment Advisory firm - (4/9/2020 Terminated)Florida
Registered Investment Advisory firm - (4/9/2020 Terminated)Maryland
Registered Investment Advisory firm - (4/13/2020 Terminated)North Carolina
Registered Investment Advisory firm - (4/14/2020 Terminated)Pennsylvania
Registered Investment Advisory firm - (4/9/2020 Terminated)Texas
Registered Investment Advisory firm - (4/9/2020 Terminated)Virginia
Registered Investment Advisory firm - (4/9/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3175 West Ward Road Suite 120, Dunkirk, MD 20754
Mailing Address
Phone number
(301) 812-1550
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 766 |
| AUM (Assets Under Management) | $ 167,541,147 |
Red Flags
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Company Information
CALVERT WEALTH MANAGEMENT, INC.
CRD#: 115639Dunkirk, MD 20754TRUST BUT VERIFY
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