Christopher
Sheridan

Impact Partnership Wealth, LLC

CRD#7021485
Investment Advisor
in Conyers, GA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Christopher Sheridan is a financial advisor based in Conyers, Georgia, working with Impact Partnership Wealth, LLC. Christopher has previously held positions at Sii - John Hancock, Sheridan & Associates, Turning 65 Solutions LLC, Walton County Ems, National Ems, Royal Alliance Associates, Inc, The Sheridan Group, Sheridan Wealth Management, and Impact Partnership Wealth, LLC. Christopher has passed the Series 65 regulatory exam and is registered to provide services in Georgia. Currently, Christopher is part of Impact Partnership Wealth, LLC, which operates out of Conyers, Georgia. The firm has 49 offices and 54 employees. The firm manages assets totaling $751.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Impact Partnership Wealth, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

983 O'Kelly St Se
Conyers, GA 30012

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Impact Partnership Wealth, LLC Brokerage Details

Total Assets Under Management

$751,621,346

GA Average: $3,570,121,308
Total Number of Employees

54

GA Average: 58
Total Number of Accounts

7,527

GA Average: 1,608
Average Account Size

$99,857

GA Average: $2,220,225

Investment Advisory Services

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

Christopher Sheridan Work History

2023 - Present (1 year)

Sheridan Wealth Management

2023 - Present (1 year)

Impact Partnership Wealth, LLC

2018 - Present (6 years)

Sheridan & Associates

2015 - Present (9 years)

The Sheridan Group

2018 - 2020 (2 years)

Sii - John Hancock

2018 - 2020 (2 years)

Royal Alliance Associates, Inc

2014 - 2021 (7 years)

Turning 65 Solutions LLC

2014 - 2017 (3 years)

Walton County Ems

2013 - 2016 (3 years)

National Ems

Disclosures

Please visit the SEC profile of Christopher 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 Impact Partnership Wealth, LLC

Heidi Ricken
Marietta, GA
Shawn Okeefe
Denver, CO
Kevin Rutledge
Egg Harbor Twp, NJ
Lawrence Spoth
Alexandria, VA
Jose Torres
Leander, TX
Kelton Burgess
Cranberry Township, PA
Bo Ruei Chen
Marietta, GA
Jacob Child
Vienna, VA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started