Seann Schaller, financial advisor Cincinnati OH
93 score

Seann Schaller

CRD Number: 4506093
Current Firm: Cetera Advisors LLC

Seann Schaller (CRD# 4506093) is an Investment Advisor Representative working at Cetera Advisors LLC in Cincinnati, OH and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisors LLC Denver, CO Feb 2014 - Current 2
Claimlinx Blue Ash, OH Jun 2011 - Current 5
Park Avenue Securities Cincinnati, OH Jan 2005 - Jan 2014 9
Guardian Life Insurance Company Of America Cincinnati, OH Dec 2004 - Jan 2014 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2002
Contact Info for Seann J. Schaller
Phone Number: 800-929-3485
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    9,424
    MILLIONS
  • Total Number of Accounts
    47,356
    ACCOUNTS
  • Average Account Value
    $199,001
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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