Christopher Thomas Sheridan
Investment adviser representative at Impact Partnership Wealth, LLC
12 yearsExperience
1 stateRegistered in
$3BFirm assets
5 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
- Seminars and workshops
Experience
12 years in the industry.
- Impact Partnership Wealth, LLCJul 2023 to now
- Sheridan Wealth ManagementJul 2023 to now
- Sheridan & AssociatesJan 2018 to now
- The Sheridan GroupOct 2015 to now
- Royal Alliance Associates, Inc.Nov 2018 to Jan 2020
- Sii - John HancockSep 2018 to Jan 2020
- Turning 65 Solutions LLCOct 2014 to Mar 2021
- Walton County EmsApr 2014 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (GA).
Impact Partnership Wealth, LLC
$3BAssets managed
8,017Clients
91Advisers
5 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
- 7021485
- Firm CRD
- 313928