Verified Top US Financial Consultant

Strategic Investment
Advisory &
Precision Trading

With over 25 years of expertise across global markets, I help individuals and institutions build lasting wealth through disciplined strategy and fiduciary-grade advice.

25+
Years
20,000+
Clients
98%
Satisfaction
Book Consultation View Services
Gillian Sara Sheeran
Gillian Sara Sheeran
CFA · CFP · 53-State Licensed
  • CFA Charterholder & Certified Financial Planner
  • Global Macro & Quantitative Strategies
  • Bloomberg & Financial Times Contributor
  • Fiduciary-First Advisory Approach
  • LPL Financial · BF&S Inc. Principal
53 State Registrations Click to view all licenses
FINRA Registered All major US exchanges
Fiduciary Standard Client-first obligation
Global Markets Americas · Europe · APAC
Capital Protection Risk-managed investing
Remote Consulting Available worldwide
Gillian Sara Sheeran - Investment Adviser
25+ Years of Excellence
About Me

Empowering You
Through Smarter Investing

I provide advice on securities to clients, manage investment portfolios, and offer comprehensive financial planning services. My fiduciary duty is to guide every client toward lasting financial success ensuring each decision aligns with their goals and best interests.

My main focus continues to grow in trading and investing. No matter the business, I believe that if we do what's right for clients, we help them achieve success while realizing our own. I don't just teach technical trading I expand your mindset.

CFA Charterholder & CFP Dual credential the highest standards in wealth advisory
Global Macro & Quant Strategies Data-driven decisions across commodities, equities & digital assets
Bloomberg & Financial Times Contributor Recognized thought leader in global markets
What I Offer

Comprehensive Financial
Solutions

Tailored strategies for individuals, families, and institutions seeking sustainable growth and capital preservation.

Cryptocurrency

Navigating the crypto market can be overwhelming. I make your crypto investment experience simple, safe, and strategic with institutional grade risk management.

Security on Investments

My platform ensures the security of your equity while avoiding leveraged risks protecting your capital while pursuing consistent, sustainable growth.

Portfolio Management

Professional portfolio management focused on consistent returns, capital preservation, and minimizing leverage risk across diversified asset classes.

One-on-One Consultation

Private calls and sessions to discuss investment options tailored to your unique financial goals, risk profile, and time horizon.

Real Estate

From acquisition strategy to REIT selection, I guide you through property investment with clear analysis and a focus on long-term appreciation.

Algo Trading & Mining

Leveraging genetic algorithms to optimize trading rules and predict security prices ensuring smarter, data-driven investment outcomes.

Investment Planning

Custom investment plans based on your financial situation, goals, timeline, and risk tolerance to ensure optimal, forward-looking asset allocation.

Mutual Funds

Professionally managed pooled investment vehicles delivering consistent returns with disciplined brokerage oversight and diversification strategies.

Bonds & Fixed Income

Investing in corporate and government bonds for predictable income streams and safe principal returns at maturity within a balanced portfolio.

REIT Funds

Real Estate Investment Trusts that trade on public markets, passing rental income as dividends, real estate exposure without property management headaches.

Career Journey

Professional Milestones

Proven leadership and execution across leading global financial institutions.

2020 - Present

Founder & Chief Executive Officer

Burchett, Fender & Smith Inc.

Founded BF&S Inc. during the global COVID-19 market crisis to address critical gaps in risk management and capital protection. I lead an innovative trading and advisory team specializing in commodities, cryptocurrencies, ETFs, indices, and precious metals, overseeing compliance, risk allocation, and senior-level global risk evaluation.

2013 - Present

Financial Advisor

LPL Financial

Serving clients through one of the world's leading financial services platforms, delivering tailored investment solutions for individuals and institutions across North America, Europe, and the Asia-Pacific region, with a focus on long-term wealth preservation and growth.

2014 - 2021

Trade Expert

Waddell & Reed Financial, Inc.

Oversaw high-volume trading operations across more than 100 global venues, providing liquidity for over 200,000 securities. Leveraged advanced trading technologies and data-driven strategies to enhance market efficiency with disciplined risk controls.

Client Stories

What Clients Say

"

Being newly married and knowing I wanted to start a family, I figured a good way to protect my family's future was to invest. Gillian's real estate team gave me so many positives — after 8 months I'm going to own a house in Chicago. Definitely a great choice.

Jenny Vermiglio
Jenny Vermiglio
Private Investor
"

In an era where we no longer have a personal relationship with our bank managers, we greatly value the interest that Gillian takes in our lives and ambitions, and the way she uses that to shape her advice and support.

Willie Marshall
Willie Marshall
Entrepreneur
"

She's the best in the field of investing. Her strategies are always accurate. I'm glad to have her as a mentor and trade partner her insight has consistently outperformed my expectations.

Mrs Curtis
Mrs Curtis
Salesperson
"

Gillian is our third financial adviser and a huge improvement on the others in terms of advice and commitment. She's proactive where others were not, and has made us focus on our plans for retirement a huge achievement.

Mr & Mrs Drechsler
Mr & Mrs J. Drechsler
Retired Civil Servants
"

I desired a hold of my assets and got introduced to Gillian. Subsequently it has endlessly been one progress to the other. I have gained significantly from working with her across multiple investment categories.

Ben Davies
Ben Davies
Accountant
"

Very efficient, polite and knowledgeable the little things that make a big difference are what you notice most. I would highly recommend Gillian to anyone looking for serious investment advice.

Sam
Sam
Retail Salesperson
Contact

Let's Build Your
Financial Future

Ready to discuss your financial objectives? Reach out for a confidential, no-obligation consultation.

Email Gilliansarasheeran1@gmail.com
WhatsApp +1 (480) 918-2072
Location 1585 Broadway, New York, NY 10036 · Remote Consultations Available

Book a Consultation

Fill in the form and I'll get back to you within 24 hours.

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State Registrations & Licenses

State Registrations

✓ Alabama
✓ Alaska
✓ Arizona
✓ Arkansas
✓ California
✓ Colorado
✓ Connecticut
✓ Delaware
✓ District of Columbia
✓ Florida
✓ Georgia
✓ Hawaii
✓ Idaho
✓ Illinois
✓ Indiana
✓ Iowa
✓ Kansas
✓ Kentucky
✓ Louisiana
✓ Maine
✓ Maryland
✓ Massachusetts
✓ Michigan
✓ Minnesota
✓ Mississippi
✓ Missouri
✓ Montana
✓ Nebraska
✓ Nevada
✓ New Hampshire
✓ New Jersey
✓ New Mexico
✓ New York
✓ North Carolina
✓ North Dakota
✓ Ohio
✓ Oklahoma
✓ Oregon
✓ Pennsylvania
✓ Puerto Rico
✓ Rhode Island
✓ South Carolina
✓ South Dakota
✓ Tennessee
✓ Texas
✓ Utah
✓ Vermont
✓ Virgin Islands
✓ Virginia
✓ Washington
✓ West Virginia
✓ Wisconsin
✓ Wyoming

SRO Registrations

✓ FINRA
✓ 24X National Exchange LLC
✓ BOX Exchange LLC
✓ Cboe BYX Exchange, Inc.
✓ Cboe BZX Exchange, Inc.
✓ Cboe C2 Exchange, Inc.
✓ Cboe EDGA Exchange, Inc.
✓ Cboe EDGX Exchange, Inc.
✓ Cboe Exchange, Inc.
✓ Investors' Exchange LLC
✓ Long-Term Stock Exchange, Inc.
✓ MEMX LLC
✓ MIAX Emerald, LLC
✓ MIAX PEARL, LLC
✓ MIAX Sapphire
✓ Miami International Securities Exchange
✓ NYSE American LLC
✓ NYSE Arca, Inc.
✓ NYSE National, Inc.
✓ NYSE Texas, Inc.
✓ Nasdaq BX, Inc.
✓ Nasdaq GEMX, LLC
✓ Nasdaq ISE, LLC
✓ Nasdaq MRX, LLC
✓ Nasdaq PHLX LLC
✓ Nasdaq Stock Market
✓ New York Stock Exchange

Licensed and registered across all 50 US States + Territories