Andrew James Sheridan
Advisor at Merrill — Washington, DC K St NW
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
18 years
Location
Washington, DC 20006
Merrill
Institution
Andrew Sheridan is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in wealth management strategies tailored to individual clients, including areas such as college education planning, executive compensation, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and tax minimization.
Andrew began his career in financial services in 2007 and joined The Hasenberg Hartsock Group in 2014. He works with individuals, families, businesses, local government employees, non-profits, and multi-generational families to develop strategies that balance their financial objectives with their core values. His approach involves a disciplined process focused on understanding each client's unique needs, concerns, and priorities.
He holds a BS in Business from Mount Saint Mary's University (2007) and has completed an Accredited Certificate Program from the College for Financial Planning. Andrew is a CERTIFIED FINANCIAL PLANNER® (CFP®), a CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA®), a Personal Investment Advisor (PIA), and a Retirement Benefits Consultant (RBC). He serves on the steering committee for the Mount St. Mary's DC Alumni Association and volunteers with organizations including the Knights of Columbus and Cup of Joe meal packing events. Andrew lives in Vienna, Virginia, with his wife Katherine and their four children.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Washington, DC K St NW
1800 K St NW
Washington DC 20006
Advisors at this office
202
District of Columbia · Texas · Virginia
18 years of industry experience
Bank Of America, N.A.
2015 - Present • 11 years
Washington, DC
Merrill
2009 - Present • 17 years
Washington, DC
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