Elizabeth
Sheridan

Royal Alliance Associates, Inc

CRD#1213447
Investment Advisor
in Portland, OR

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About this Advisor

Elizabeth Sheridan is a financial advisor working in Portland, Oregon who has 6 years of industry experience. Sheridan is currently employed by Royal Alliance Associates, Inc. Sheridan has gained experience at Resource Financial Planning and Royal Alliance Associates, Inc. Sheridan holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Oregon and Washington. Royal Alliance Associates, Inc is a registered investment firm that has its headquarters in Jersey City, NJ. It has offices in 1,009 locations and a total of 3,704 advisors. It oversees $30 billion in assets under management across its 149,233 client accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 191 charitable organizations. Of its 149,233 customer accounts, just 11% are associated with high-net-worth individuals who have more than $1 million in investable assets. The advisory firm has a wide range 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 and educational seminars. Financial management fee schedules usually vary depending on which service is offered. However, fees billed by Royal Alliance Associates, Inc can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

6 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

Resource Financial Planning 1 Lincoln Center / 10300 Sw Greenburg Rd, # 200
Portland, OR 97223

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$29,536,149,674

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

3,704

OR Average: 92
Total Number of Accounts

149,233

OR Average: 6,978
Average Account Size

$197,920

OR 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

Elizabeth Sheridan Work History

Elizabeth has been registered as a financial advisor for 6 years.*

2015 - Present (9 years)

Royal Alliance Associates, Inc

2009 - Present (15 years)

Resource Financial Planning

*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 Elizabeth 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 Royal Alliance Associates, Inc

Stephen Carter
Grandville, MI
Nicholas Adams
Southfield, MI
Samuel Clark
South Jordan, UT
David Whitfield
Mishawaka, IN
Trisha Qualy
St Louis Park, MN
Grant Hartwell
Torrance, CA
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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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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