Timothy
Sheehan
Skyview Investment Advisors, LLC
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About this Advisor
Timothy Sheehan is a financial advisor who works in Zionsville, Indiana with 5 years of industry experience. Sheehan is an employee of Skyview Investment Advisors, LLC. The advisor has gained experience at Cain Brothers & Company, LLC, Bpv Capital Management, LLC, Foreside Fund Services, LLC, Commenda Capital, LLC, Finalis Securities LLC, Skyview Investment Advisors, Commenda Securities, LLC and Cain Brothers Asset Management. Sheehan maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in New Jersey. Skyview Investment Advisors, LLC is a registered investment company operating out of Shrewsbury, NJ. The firm has a total of 16 employees. It controls $6 billion in assets under management across its 16 accounts, making it one of the largest investment advisory firms in the country by assets under management. The advisory firm provides a number of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees typically depend on which services the firm provides the client. However, fees billed by Skyview Investment Advisors, LLC may include asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Skyview Investment Advisors, LLC Brokerage Details
$5,723,103,675
16
16
$357,693,980
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Timothy Sheehan Work History
Timothy has been registered as a financial advisor for 5 years.*
Finalis Securities LLC
Skyview Investment Advisors
Commenda Capital, LLC
Commenda Securities, LLC
Bpv Capital Management, LLC
Foreside Fund Services, LLC
Cain Brothers Asset Management
Cain Brothers & Company, LLC
*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 Timothy 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 Skyview Investment Advisors, LLC
Miami, FL
Shrewsbury, NJ
Orlando, FL
Shrewsbury, NJ
Zionsville, IN
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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