Morgan Stanley
46yrs
Top advisor by experience in Toms River
24yrs
Patrick Sheehan
Financial advisor at Merrill
Patrick Sheehan has worked in the financial industry for 24 years and is a fiduciary financial advisor based in Toms River, New Jersey. After less than a year at Equitable Advisors and a year at The Faragi Group, Patrick joined Merrill in 2024, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 129 advisors with offices in Toms River, and one of 119 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?More experience than 72% of advisors at Merrill
Office1415 Hooper Ave, Toms River, NJ 08753
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Oct 2024 – nowMerrillCurrent firm
- Jul 2024 – Sep 2024Equitable Advisors, LLCPreviously
- Aug 2012 – Oct 2013The Faragi GroupPreviously
- Dec 2009 – Jun 2011TD Ameritrade, Inc.Previously
- Dec 2009 – Jun 2011TD Ameritrade Investment Management, LLCPreviously
- Aug 2009 – Sep 2009Morgan StanleyPreviously
- 2002 – 2008Lord, Abbett & Co. LLCPreviously
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patrick
How do I contact Patrick?
Call Merrill at 800-637-7455 and ask for Patrick Sheehan. Patrick works from the Toms River, NJ office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2002, about 24 years. More experience than 72% of advisors at Merrill.
What licenses does Patrick hold?
Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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