Company Information

Get to know Sheridan Road Financial, a division of HUB International

Founded in 2005 and acquired by HUB International in late 2021, Sheridan Road Financial operates as a specialized division within HUB. The firm focuses on two primary areas: offering fiduciary guidance and consulting for corporate and non-profit retirement plans (such as 401(k) and 403(b) plans), and providing comprehensive private wealth management services. Their wealth management arm serves affluent individuals and families with financial planning, investment management, and estate planning, aiming to deliver personalized strategies to meet long-term financial goals.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Sheridan Road Financial, a division of HUB International

United States

Founded in

2005 (21 Years)

Founded

Last online: No recent activity

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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BVI FSC

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.