Sean Finnegan (CRD# 7689256) is an Investment Advisor Representative working at Asb Capital Management LLC in Bethesda, MD and has 1 year of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Asb Capital Management | Bethesda, MD | Sep 2022 - Current | 1 |
| Unemployed | Lutherville, MD | Apr 2022 - Sep 2022 | < 1 |
| University Of Michigan | Ann Arbor, MI | Aug 2018 - Apr 2022 | 3 |
| Mccormick | Hunt Valley, MD | Jun 2021 - Aug 2021 | < 1 |
| Coppermine Fieldhouse | Baltimore, MD | Jun 2020 - Aug 2020 | < 1 |
| Case Mason | Rosedale, MD | May 2020 - Jun 2020 | < 1 |
| Coppermine Fieldhouse | Baltimore, MD | Jun 2019 - Aug 2019 | < 1 |
| Case Mason | Rosedale, MD | May 2018 - Aug 2018 | < 1 |
| Student | Lutherville, MD | Sep 2005 - Aug 2018 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
- IL
- MD
- VA
-
Total Assets Under Management29,726MILLIONS
-
Total Number of Accounts81ACCOUNTS
-
Average Account Value$366,991,053
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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