Brian Sheehan
Rossmore Private Capital · Glastonbury, Connecticut
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.
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Facts
| Firm | Rossmore Private Capital |
|---|---|
| Based in | Glastonbury, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.92B across 909 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT, TX · CRD 6423131 |
| Exams passed | Series 66 (2015) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | rossmore.com |
How Brian's firm compares
- Rossmore Private Capital's average account is about $2.1 million, from its Form ADV (assets managed divided by 909 accounts).
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Questions about Brian
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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