Sean Smith, financial advisor Chadds Ford PA
93 score

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 7 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America Inc. Chadds Ford, PA Jan 2011 - Current 7
Chartered Advisory Group, Inc. Chadds Ford, PA Jan 2011 - Current 7
Chartered Advisory Group Inc. Chadds Ford, PA May 2008 - Jan 2011 2
Securities America, Inc. Chadds Ford, PA May 2008 - Jan 2011 2
West Chester University West Chester, PA Aug 2007 - Dec 2010 3
Acme Markets West Chester, PA Mar 2006 - May 2008 2
Homeschool West Chester, PA Sep 1993 - May 2007 13
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
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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