Sean Flaherty (CRD# 2499733) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Canton, MA and has over 29 years of experience in the finance industry.
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
CRD# 5158798
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Dec 2022 - Current | 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Dec 2022 - Current | 1 |
| Cantella & Company, Inc. | Boston, MA | Jan 2014 - May 2023 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1994 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2005 |
- MA
-
Total Assets Under Management87,369MILLIONS
-
Total Number of Accounts448,526ACCOUNTS
-
Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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