Kelly Colleen Sheahan
Co-President, Chief Compliance OfficerCalvert Wealth Management, Inc.CRD 6157839
About Kelly Colleen Sheahan
Kelly Colleen Sheahan is listed as Co-President, Chief Compliance Officer at Calvert Wealth Management, Inc. in Dunkirk, MD. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Calvert Wealth Management, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Kelly Colleen Sheahan work?
Kelly Colleen Sheahan is listed as Co-President, Chief Compliance Officer at Calvert Wealth Management, Inc. on SEC Form ADV.
How much of Calvert Wealth Management, Inc. does Kelly Colleen Sheahan own?
Form ADV reports a beneficial ownership band of 50-75%.
Calvert Wealth Management, Inc.
| Title | Co-President, Chief Compliance Officer |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2020 |