Sean Condon, financial advisor Beverly MA
93 score

Sean Condon

CRD Number: 4495728
Current Firm: Eagle Strategies LLC

Sean Condon (CRD# 4495728) is an Investment Advisor Representative working at Eagle Strategies LLC in Beverly, MA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Condon Financial & Insurance Services Waltham, MA Mar 2014 - Current 2
Eagle Strategies LLC Waltham, MA Dec 2013 - Current 3
Nylife Securities Waltham, MA Sep 2008 - Current 8
New York Life Insurance Co Waltham, MA Aug 2008 - Current 8
Unemployed Wenham, MA Jan 2008 - Jul 2008 < 1
Northeastern Univ Boston, MA Oct 2002 - Jan 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
S63 Uniform Securities State Law Examination Jan 2009
Contact Info for Sean W. Condon
Phone Number: (888) 695-3245
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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