Sean Parry, financial advisor Los Angeles CA

Sean Parry

CRD Number: 7015825
Current Firm: Fidelity Personal And Workplace Advisors

Sean Parry (CRD# 7015825) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Los Angeles, CA and has over 4 years of experience in the finance industry. Sean Parry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Fidelity Investments Los Angeles, CA Mar 2021 - Current 1
Mml Investor Services, LLC Los Angeles, CA Dec 2019 - Mar 2021 1
Massmutual Life Insurance Company Los Angeles, CA Oct 2019 - Mar 2021 1
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2019 - Nov 2019 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Sep 2018 - Nov 2019 1
Northwestern Mutual Investment Services LLC Los Angeles, CA Sep 2018 - Nov 2019 1
Self Employed Santa Monica, CA Jan 2015 - Nov 2018 3
Midway Automotive Group Los Angeles, CA Feb 2010 - Jan 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2018
S65 NASAA Investment Advisors Law Examination Dec 2019
Contact Info for Sean Parry
Phone Number: 617-563-7000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    726,706
    MILLIONS
  • Total Number of Accounts
    1,509,611
    ACCOUNTS
  • Average Account Value
    $481,387
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, VT, WA, WI, WV, WY

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