Sheehan Financial Advisors, LLC

Public-record details

Address

165 Orinoco Drive, Brightwaters, NY 11718

Phone

(631) 665-7040

Listed under

Financial planning, Hourly fees, Flat / fixed fees

CRD number

126560

Registration

State registered: NY

Compensation (Form ADV 5.E)

Hourly charges; Fixed fees; Other (Solicitor Fees)

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Selection of other advisers

Clients reported (Form ADV 5.D)

67

Individual / high-net-worth clients

29 / 38

Employees

3

Other business activities (Form ADV 6.A)

Also active as: insurance broker or agent

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-03-21

State registered (NY) investment adviser, CRD 126560, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 126560 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.