Sheridan ROAD Advisors LLC
Legal Name: SHERIDAN ROAD ADVISORS, LLC
Full Contact Details
Sheridan ROAD Advisors LLC
707 SKOKIE BLVD, SUITE 400, NORTHBROOK, IL
847-205-9073
Other Info
Sheridan ROAD Advisors LLC is a DE Limited Liability Company with 35 employees, including 23 in advisory roles. It is registered with the SEC, with an approved status and a registration date of June 13th, 2018. While the number of clients served is unknown, the company is a reliable financial advisor that offers exceptional services.
Sheridan Road
Sheridan Road is an independent investment consulting and retirement advisory firm serving clients nation-wide from offices located throughout the country.
Direct Owners
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DARREN DENNIS CAESAR
DIRECTOR owns less than 5%
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DAVID ANDREW REICH
PRESIDNT owns less than 5%
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HUB INTERNATIONAL LIMITED
SOLE SHAREHOLDER owns 75% or more
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JAMES TREVOR OSHAUGHNESSY
PRESIDENT RETIREMENT AND PRIVATE WEALTH, CENTRAL REGION owns less than 5%
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JOHN PATRICK MCGRATH
DIRECTOR owns less than 5%
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KIMBERLY SHAW ELLIOTT
GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER owns less than 5%
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MICHAEL JOSEPH BARONE
DIRECTOR owns less than 5%
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ELISABETH MARIE MAYS
CHIEF COMPLIANCE OFFICER owns less than 5%
Indirect Owners
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HOCKEY INTERMEDIATE INC.
OWNER owns 75% or more