DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Christopher Michael Sheehan
Certified Financial Planner
Feed of 09/14/2026
At current firm
11 y
since Feb 23, 2015
In the industry
26 y
since Dec 16, 1999 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Flagship Harbor Advisors, LLC independent RIA currentsince Feb 23, 2015 · Boston, Ma
- People'S Securities, Inc. formerJan 8, 2013 to Jul 8, 2014 · Boston, Ma
- Investment Professionals, Inc. formerAug 13, 2008 to Dec 31, 2010 · Wareham, Ma
- First Allied Advisory Services, Inc. formerJan 3, 2007 to Mar 28, 2007 · Braintree, Ma
- Sheehan Gorelik LLC unclassifiedMar 21, 2006 to Dec 3, 2008 · Carlisle, Ma
- Ffp Advisory Services Inc unclassifiedJul 23, 2003 to Jan 3, 2007 · Braintree, Ma
- Sheehan Elder Planning, Inc. unclassifiedApr 14, 2003 to Oct 30, 2003 · Braintree, Ma
- Eastern Point Advisors Inc. unclassifiedNov 9, 2001 to Oct 21, 2003 · Braintree, Ma
Moves
a registration end followed by a registration begin elsewhere
- People'S Securities, Inc. to Flagship Harbor Advisors, LLCleft Jul 8, 2014, registered Feb 23, 2015 (230 days) · Other
- Investment Professionals, Inc. to People'S Securities, Inc.left Dec 31, 2010, registered Jan 8, 2013 (739 days) · Other
- Sheehan Gorelik LLC to First Allied Advisory Services, Inc.left Dec 3, 2008, registered Jan 3, 2007 (-700 days) · Other
- First Allied Advisory Services, Inc. to Investment Professionals, Inc.left Mar 28, 2007, registered Aug 13, 2008 (504 days) · Other
- Ffp Advisory Services Inc to Sheehan Gorelik LLCleft Jan 3, 2007, registered Mar 21, 2006 (-288 days) · Other
- Sheehan Elder Planning, Inc. to Ffp Advisory Services Incleft Oct 30, 2003, registered Jul 23, 2003 (-99 days) · Other
- Eastern Point Advisors Inc. to Sheehan Elder Planning, Inc.left Oct 21, 2003, registered Apr 14, 2003 (-190 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address