Daniel Michael Sheehan
Professional Summary
Daniel Michael Sheehan, who also goes by Dan Sheehan, Daniel Sheehan, is a registered financial advisor currently at TELOS WEALTH ADVISORS located in Charlotte, North Carolina. Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Daniel has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Dan Sheehan, Daniel Sheehan
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
4 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
TELOS FAMILY OFFICE | TELOS WEALTH MANAGEMENT, LLC (NC) | TELOS WEALTH MANAGEMENT, LLC | TELOS WEALTH MANAGEMENT | TELOS WEALTH ADVISORS
Contact Information
Main Address
Matthews, NCMailing Address
P.o. Box 77308, Charlotte, NC 28271Phone Number
(704) 368-7913# of Employees
10Documents
Regulatory Assets Under Management
Total Number of Accounts
498AUM (Assets Under Management)
$104,942,879Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(1/12/2024)
(12/11/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Daniel Michael Sheehan's CRS (Customer Relationship Summary).
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