Sean Erickson, financial advisor Boca Raton FL

Sean Erickson

CRD Number: 4489663
Current Firm: The Colony Group, LLC

Sean Erickson (CRD# 4489663) is an Investment Advisor Representative working at The Colony Group, LLC in Boca Raton, FL and has over 13 years of experience in the finance industry. Sean Erickson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
The Colony Group, LLC Boca Raton, FL May 2019 - Current 4
Steinberg Global Asset Mgmt. Boca Raton, FL Nov 2007 - Apr 2019 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2010
Contact Info for Sean C. Erickson
Phone Number: 617-723-8200
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    18,880
    MILLIONS
  • Total Number of Accounts
    20,099
    ACCOUNTS
  • Average Account Value
    $939,332
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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, WY

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