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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.

TitleCo-President, Chief Compliance Officer
Ownership50-75%
Control personYes
Since2020
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