Sean Whelan (CRD# 1516201) is an Investment Advisor Representative working at Brandon Hill Wealth Management, LLC in Katonah, NY and has over 37 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brandon Hill Wealth Management, LLC | Katonah, NY | Jun 2021 - Current | 2 |
| Societe Generale | New York, NY | Feb 2020 - Aug 2021 | 1 |
| Sg Americas Securities, LLC | New York, NY | Mar 2015 - Aug 2021 | 6 |
| Rbs Securities Inc. | Stamford, CT | Jul 2010 - Mar 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1986 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2021 |
- NY
-
Total Assets Under Management19MILLIONS
-
Total Number of Accounts21ACCOUNTS
-
Average Account Value$898,995
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
NY
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