Michael
Sheehan

Commonwealth Financial Network

CRD#6133863
Investment Advisor
in San Diego, CA

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About this Advisor

Michael Sheehan is a financial advisor who works in San Diego, California, who has 4 years of relevant experience. Sheehan is an employee of Commonwealth Financial Network. They have been employed by Commonwealth Financial Network for their total career. Sheehan has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in California. Commonwealth Financial Network is a registered investment firm operating out of Waltham, MA. The investment advisory business has offices in 1,759 locations and a total of 4,300 employees. It controls $146 billion in total assets between its 585,629 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 2,108 charitable organizations. Of its 585,629 accounts, just 4% are held by high-net-worth individuals who have at least $1 million in investable assets. The advisory firm performs a diverse 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, publication of newsletters and educational seminars. Fees for financial management largely vary depending on which services the firm provides the client. However, fee types billed by Commonwealth Financial Network likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

4 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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

110 West A Street Suite 1800 (18Th Floor)
San Diego, CA 92101

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

CA Average: $16,012,751,954
Total Number of Employees

4,300

CA Average: 118
Total Number of Accounts

585,629

CA Average: 4,567
Average Account Size

$249,965

CA Average: $3,506,186

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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Michael Sheehan Work History

Michael has been registered as a financial advisor for 4 years.*

2012 - Present (12 years)

Commonwealth Financial Network

*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 Michael Sheehan 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 Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Tristan Garrett
Lombard, IL
Samuel Rich
Waltham, MA
Jason Wright
Saint George, UT
Stephanni Sharp
San Diego, CA
Seth Penney
Iowa City, IA
Peter Leonczyk
Ludlow, MA
Stephen Cefalu
Jacksonville, FL

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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