# Sheehan Financial Advisors

Sheehan Financial Advisors is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** sheehanfinancialadvisors.com

## Regulatory record

- **CRD number:** 126560
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/126560

## About

SHEEHAN FINANCIAL ADVISORS, LLC is a state-registered investment adviser in BRIGHTWATERS, NY. It has 3 employees and 3 investment advisers. The firm is based in New York.

## People

- Edward Sheehan — President

## Questions

### What does Sheehan Financial Advisors specialize in?

The firm concentrates on municipal bond portfolio management. It constructs and manages individual bond ladders designed for tax-exempt income, using both in-state and national issues. The practice does not extend to equities, corporate credit, or alternative investments.

### How does the firm construct client portfolios?

Portfolios are built as individually managed accounts, not pooled funds. The principal builds bond ladders directly, selecting securities from dealer offerings and focusing on credit quality, call protection, and yield-curve positioning specific to each client's tax situation and income needs.

### Who makes investment decisions at Sheehan Financial Advisors?

Edward Sheehan, the firm's President, directs portfolio management and trading. As a small advisory practice, the principal maintains direct oversight of credit selection, execution, and client relationships without delegating to a separate investment committee.

### Does the firm participate in fund commitments or only direct accounts?

The firm does not manage or allocate to commingled funds. Its model centers entirely on separate accounts holding individual municipal bonds. It does not invest in bond funds, ETFs, or closed-end municipal funds on behalf of clients.

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Last updated: 2026-06-03T20:00:00.000Z

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