Sean FenertyCRD Number: 7110427
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sean Fenerty (CRD# 7110427) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 3 years of experience in the finance industry.
Moore Investment Partners, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Eudaimonia Partners, LLC
|Bank Of America, N.a.||Charlotte, NC||Jun 2019 - Current||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Charlotte, NC||Apr 2019 - Current||3|
|Sonic Automotive||Charlotte, NC||Sep 2018 - Jan 2019||< 1|
|Queens University Of Charlotte||Charlotte, NC||May 2014 - Dec 2018||4|
|Sandmeyer Steel Company||Philadelphia, PA||Aug 2010 - Sep 2018||8|
|Central Piedmont Community College||Charlotte, NC||Aug 2013 - May 2014||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2019|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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