# Brian Sheehan

> Brian Sheehan is a fee-only financial advisor at Rossmore Private Capital in Glastonbury, Connecticut, who holds the CFP credential. Rossmore Private Capital reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/brian-sheehan/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Rossmore Private Capital
- **Based in:** Glastonbury, Connecticut
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $1.92B across 909 accounts
- **Credentials:** CFP
- **CRD:** 6423131 (https://adviserinfo.sec.gov/individual/summary/6423131)
- **SEC registration:** Investment adviser representative in CT, TX
- **Exams passed:** Series 66 (2015)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** http://rossmore.com

## Frequently asked questions

### Is Brian Sheehan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Rossmore Private Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brian charge for financial advice?

Brian's firm, Rossmore Private Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Brian Sheehan based?

Brian Sheehan is based in Glastonbury, Connecticut.

### What credentials does Brian Sheehan hold?

Brian Sheehan holds the CFP credential.

### Is Brian Sheehan registered with the SEC?

Yes. Brian Sheehan is registered as an investment adviser representative in CT and TX (CRD 6423131), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Rossmore Private Capital manage?

Rossmore Private Capital reports $1.92B across 909 accounts in assets under management.

### How do I contact Brian Sheehan?

Through Brian's website, rossmore.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6423131): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.