Derrigan
Sheedy

Royal Alliance Associates, Inc

CRD#4842385
Investment Advisor
in Los Angeles, CA

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About this Advisor

Derrigan Sheedy is a financial advisor working out of Los Angeles, California with 18 years of industry experience. Sheedy is an advisor for Royal Alliance Associates, Inc. Over the course of their career, Sheedy has held roles at Royal Alliance Associates, Inc and Nwf Advisory Services, Inc. Sheedy has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in California, Florida, Nevada and New Mexico. Royal Alliance Associates, Inc is a registered investment firm that has its headquarters in Jersey City, NJ. The firm has offices in 1,009 locations and a total of 3,704 financial advisors. It has $30 billion in total assets among its 149,233 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides services to 191 charitable organizations. Of its 149,233 accounts, just 11% belong to high-net-worth clients who have more than $1 million in investable assets. Royal Alliance Associates, Inc provides a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fees usually depend on the type of services offered. Fee types billed by Royal Alliance Associates, Inc can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

18 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

11835 W. Olympic Blvd. Suite 1150 E
Los Angeles, CA 90064

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$29,536,149,674

CA Average: $10,121,009,343
Total Number of Employees

3,704

CA Average: 92
Total Number of Accounts

149,233

CA Average: 6,978
Average Account Size

$197,920

CA Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Derrigan Sheedy Work History

Derrigan has been registered as a financial advisor for 18 years.*

2005 - Present (19 years)

Nwf Advisory Services, Inc

2004 - Present (20 years)

Royal Alliance Associates, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Derrigan Sheedy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Royal Alliance Associates, Inc

Stephen Carter
Grandville, MI
Austen Harvey
Jersey City, NJ
Samuel Clark
South Jordan, UT
David Whitfield
Mishawaka, IN
Joshua Harper
South Jordan, UT
Trisha Qualy
St Louis Park, MN
Louis Sparacino
Mineola, NY
Phillip Wong
Wayland, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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