Sean Pendray, financial advisor Coral Gables FL

Sean Pendray

CRD 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.

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Company Name Location Dates Years
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
Disclosure Information

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
Contact Info for Sean S. Pendray
Phone Number: 727-799-9922
Registered State(s):
  • FL
Current Firm Details
Mutual Trust Asset Mgmt., Inc.
Firm's CRD Number: 121364
By the Numbers
  • Total Assets Under Management
    249
    MILLIONS
  • Total Number of Accounts
    2,117
    ACCOUNTS
  • Average Account Value
    $117,541
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, FL, MA, MN, TX

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