Sean PendrayCRD Number: 2465849
Current Firm: Mutual Trust Asset Mgmt., Inc.
Sean Pendray (CRD# 2465849) is an Investment Advisor Representative working at Mutual Trust Asset Mgmt., Inc. in Coral Gables, FL and has over 13 years of experience in the finance industry.
Genesis Wealth Management, Inc.
Kingsview Wealth Management, LLC
Efg Asset Management (americas) Corp.
|Freedom Investors Corp.||Coral Gables, FL||Sep 2013 - Current||8|
|Pendray Financial Advisory||Coral Gables, FL||Mar 2013 - Current||9|
|Millennium||Tallahassee, FL||Oct 2004 - Mar 2013||8|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2008|
|S63||Uniform Securities State Law Examination||Nov 2017|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management249MILLIONS
Total Number of Accounts2,117ACCOUNTS
Average Account Value$117,541
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, FL, MA, MN, TX
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