Sean O'brien (CRD# 6008524) is an Investment Advisor Representative working at Lpl Financial LLC in East Rochester, NY and has over 9 years of experience in the finance industry.
CRD# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Cheektowaga, NY | Jul 2021 - Current | 2 |
| William J Head, Cpa, Pllc | Rochester, NY | Feb 2018 - Jul 2021 | 3 |
| Cure Childhood Caner Association | Rochester, NY | Jul 2015 - Jul 2021 | 6 |
| Robert Accounting And Consulting | Spencerport, NY | Dec 2014 - Jul 2021 | 6 |
| Various Insurance Carriers For W&r Insurance Agencies | Fairport, NY | Aug 2014 - Jul 2021 | 6 |
| Waddell & Reed, Inc. | Fairport, NY | Jul 2014 - Jul 2021 | 7 |
| Roc Group | Fairport, NY | Nov 2015 - Dec 2016 | 1 |
| Unemployed | Rochester, NY | May 2014 - Jul 2014 | < 1 |
| Manning & Napier Investor Services, Inc. | Fairport, NY | Dec 2011 - May 2014 | 2 |
| Manning & Napier Advisors, LLC | Fairport, NY | Dec 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2015 |
| S63 | Uniform Securities State Law Examination | Jul 2014 |
- NJ
- NY
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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, WY
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