Sean Perez, financial advisor Arden Hills MN

Sean Perez

CRD Number: 5055922
Current Firm: Gradient Wealth Management

Sean Perez (CRD# 5055922) is an Investment Advisor Representative working at Gradient Wealth Management in Arden Hills, MN and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Gradient Securities, LLC Arden Hilss, MN Sep 2016 - Current 5
Allstate Insurance Co Houston, TX Jul 2007 - Sep 2016 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2006
Contact Info for Sean P. Perez
Phone Number: 866-991-1539
Registered State(s):
  • AK
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    325
    MILLIONS
  • Total Number of Accounts
    3,218
    ACCOUNTS
  • Average Account Value
    $101,090
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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