Brendan Harry Sheehan
Investment adviser representative at Wealthcare Advisory Partners LLC
30 yearsExperience
1 stateRegistered in
$8.3BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
30 years in the industry.
- Wealthcare Advisory Partners LLCJan 2026 to now
- Wealthcare Advisory Partners LLC d/b/a Birds Eye Wealth PlanningJul 2023 to now
- Brendan's Tax Service LLCMay 2021 to now
- Securities America AdvisorsSep 2022 to Jul 2023
- Securities America, IncDec 2021 to Jul 2023
- United States Postal ServiceMar 1996 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Wealthcare Advisory Partners LLC
$8.3BAssets managed
10,948Clients
172Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2408208
- Firm CRD
- 171976