Christopher James Sheehan
Investment adviser representative at Wells Fargo Advisors
13 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Wells Fargo Clearing Services, LLCSep 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2022 to Sep 2024
- Fidelity InvestmentsMar 2021 to Mar 2022
- The Farm Bar and GrilleNov 2020 to Feb 2021
- Fry'd LLCSep 2020 to Mar 2021
- InstacartMay 2020 to Jun 2020
- Unh Cooperative ExtensionNov 2019 to Mar 2020
- The Hudson Water ClubJun 2019 to Jun 2020
- Franklin Delano Roosevelt State ParkJun 2018 to Aug 2018
- The University of New HampshireAug 2017 to Dec 2020
- The Seabury At FieldhomeJan 2016 to Apr 2018
- Walter Panas High SchoolSep 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NH).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
- 7361866
- Firm CRD
- 19616