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CB

Cynthia D. Barry

SHEEHAN FINANCIAL ADVISORS
Brightwaters, NY 11718-1304
Some features on this profile are disabled
CRD#: 6775894
CB

Professional summary

Cynthia Diane Barry, who also goes by Cynthia Diane Finn, is a registered financial advisor currently at SHEEHAN FINANCIAL ADVISORS, LLC located in Brightwaters, New York.

Cynthia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Cynthia has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Cynthia Diane Finn

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) - RIA

Click below to view Cynthia Diane Barry'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®
None

Experience

Current

November 30, 2021 - Present

SHEEHAN FINANCIAL ADVISORS, LLC

Office #1: 165 Orinoco Drive, Brightwaters, NY 11718-1304
RIA
CRD#: 126560
Brightwaters, NY

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
New York
(11/30/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/30/2021
Uniform Investment Adviser Law Examination

Current Firm

SF
SHEEHAN FINANCIAL ADVISORS, LLC
SHEEHAN FINANCIAL ADVISORS, LLC

CRD#: 126560 / SEC#:

New York
Registered Investment Advisory firm - (1/5/2001 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
165 Orinoco Drive, Brightwaters, NY 11718-1304
Mailing Address
Phone number
(631) 665-7040
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

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

SHEEHAN FINANCIAL ADVISORS, LLC

CRD#: 126560Brightwaters, NY 11718-1304

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