Nicholas
Sheridan

Commonwealth Financial Network

CRD#5348570
Investment Advisor
in West Hartford, CT

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About this Advisor

Nicholas Sheridan is a financial advisor working out of West Hartford, Connecticut, with a total of 2 years of industry experience. Sheridan is currently employed by Commonwealth Financial Network. Throughout their career, Sheridan has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Lindberg & Ripple, M Holdings Securities, Commonwealth Financial Network and Sheridan Wealth Management, LLC. Sheridan maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Connecticut. Commonwealth Financial Network is a company that has its headquarters in Waltham, MA. The investment advisory business has offices in 1,759 locations and a total of 4,300 employees. It manages $146 billion in total assets among its 585,629 accounts, making it one of the biggest firms in the country by assets under management. The firm advises 2,108 charities and foundations. Of its 585,629 customer accounts, just 4% are held by high-net-worth individuals who have at least $1 million in assets. The company performs a number of services, including 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 advisory services largely vary depending on which services the firm provides the client. However, fees charged by Commonwealth Financial Network may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

71 Raymond Road
West Hartford, CT 06107

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

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

4,300

CT Average: 118
Total Number of Accounts

585,629

CT Average: 4,567
Average Account Size

$249,965

CT 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

Nicholas Sheridan Work History

Nicholas has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Commonwealth Financial Network

2021 - Present (3 years)

Sheridan Wealth Management, LLC

2017 - 2021 (4 years)

Lindberg & Ripple

2017 - 2021 (4 years)

M Holdings Securities

2007 - 2017 (10 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2007 - 2017 (10 years)

Bank Of America, N.A

*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 Nicholas Sheridan 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
Laura Clem
San Diego, CA
Alejandro Biagiotti
Bedford, NH
Samuel Rich
Waltham, MA
Jason Wright
Saint George, UT
Alex Rusinowitz
Garden City, NY
Sviatlana Maslava
New York, NY
Mark Kutzke
Rochester, MN

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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