Sean Richardson (CRD# 2760672) is an Investment Advisor Representative working at Allstreet Capital LLC in Los Angeles, CA and has over 27 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6232434
Bluepoint Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Allstreet Capital LLC | Los Angeles, CA | Jul 2016 - Current | 7 |
Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Jul 2016 | 1 |
Morgan Stanley Smith Barney | Los Angeles, CA | Jun 2009 - Jul 2016 | 7 |
Morgan Stanley & Company Incorporated | Los Angeles, CA | Feb 2009 - Jul 2016 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 1996 |
S65 | NASAA Investment Advisors Law Examination | Aug 1996 |
- CA
- TX
-
Total Assets Under Management190MILLIONS
-
Total Number of Accounts425ACCOUNTS
-
Average Account Value$447,059
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
CA, HI, KY, LA, NC, OK, TX
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