Philip F. Sheridan
Professional summary
Philip Fitzgerald Sheridan, who also goes by Philip Fitzgerald Sheridan, Philip F Sheridan, is a registered financial professional currently at CASCADIA CAPITAL, LLC located in Austin, Texas.
Philip is registered as a RR (Registered Representative) and started their career in finance in 2013. Philip has worked at 3 firms and has passed the Series 63, Series 66, SIE, Series 79 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Philip Fitzgerald Sheridan's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 8, 2024 - Present
CASCADIA CAPITAL, LLC
Office #1: 811 Barton Springs Road Suite 400, Austin, TX 78704August 5, 2017 - October 1, 2024
MOELIS & COMPANY LLC
August 2, 2013 - July 20, 2015
MORGAN STANLEY
June 27, 2013 - July 20, 2015
MORGAN STANLEY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/8/2024)
Exams
FINRA
Current Firm
CASCADIA CAPITAL, LLC
CRD#: 101020 / SEC#: , 8-52064
Contact information
FINRA licenses (14 States and Territories)
Documents
Disclosures
| Regulatory Event | 1 |
Red Flags
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