Sean Chan (CRD# 6734031) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Morristown, NJ and has over 6 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Morristown,, NJ | Jul 2021 - Current | 2 |
Goldman Sachs & Company LLC | New York, NY | Jan 2021 - Jul 2021 | < 1 |
United Capital Financial Advisers, LLC | Newport Beach, CA | Dec 2020 - Jul 2021 | < 1 |
The Ayco Company, L.p./mercer Allied | Parsippany, NJ | Aug 2016 - Jan 2021 | 4 |
The Ayco Company, LP | Parsippany, NJ | May 2016 - Aug 2016 | < 1 |
Seton Hall University | South Orange, NJ | Sep 2012 - May 2016 | 3 |
The Ayco Company, LP | Parsippany, NJ | Jan 2015 - Feb 2016 | 1 |
Seton Hall Public Relations & Marketing | South Orange, NJ | Jan 2014 - Dec 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2017 |
- NJ
- NY
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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