Sean Smith, financial advisor Chadds Ford PA

Sean Smith

CRD Number: 5534225
Current Firm: Chartered Advisory Group

Sean Smith (CRD# 5534225) is an Investment Advisor Representative working at Chartered Advisory Group in Chadds Ford, PA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Chartered Advisory Group, Inc. Chadds Ford, PA Jan 2011 - Current 13
Securities America Inc. Chadds Ford, PA Jan 2011 - Oct 2023 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2010
Contact Info for Sean P. Smith
Phone Number: 610-459-8872
Registered State(s):
  • DE
  • MD
  • PA
By the Numbers
  • Total Assets Under Management
    119
    MILLIONS
  • Total Number of Accounts
    723
    ACCOUNTS
  • Average Account Value
    $165,186
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

DE, MD, PA

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