Sean Robertson (CRD# 4484853) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Cranberry Township, PA and has over 22 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Retirement Wealth Advisors, Inc. | Cranberry Township, PA | Feb 2020 - Current | 4 |
| Elevate Private Wealth Advisors | Cranberry Township, PA | Aug 2019 - Current | 4 |
| Ameritas Investment Corp | Lincoln, NE | Aug 2019 - Feb 2020 | < 1 |
| Ameritas Life Insurance Corp | Lincoln, NE | Jul 2019 - Feb 2020 | < 1 |
| Securian Financial Services Inc. | St Paul, MN | Mar 2019 - Aug 2019 | < 1 |
| Minnesota Life Insurance Co | St Paul, MN | Mar 2019 - Aug 2019 | < 1 |
| Financial Design Group | Toledo, OH | Mar 2019 - Aug 2019 | < 1 |
| Unemployed | Cranberry Township, PA | Dec 2018 - Mar 2019 | < 1 |
| Tiaa | Pittsburgh, PA | Oct 2017 - Dec 2018 | 1 |
| Tiaa-cref Individual & Institutional Services, LLC | Pittsburgh, PA | Oct 2017 - Dec 2018 | 1 |
| Citizens Securities, Inc. | Pittsburgh, PA | Jul 2017 - Oct 2017 | < 1 |
| Ameriprise Financial Services, Inc. | Chesterfield, MO | Nov 2012 - Jul 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2004 |
- PA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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