Sean Carson, financial advisor Mount Kisco NY
90 score

Sean Carson

CRD Number: 5969391
Current Firm: Strategic Advisers, Inc.

Sean Carson (CRD# 5969391) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Mount Kisco, NY and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC New York, NY Apr 2015 - Current 1
Td Ameritrade Princeton, NJ Sep 2013 - Apr 2015 1
Wells Fargo Advisors LLC Paramus, NJ May 2013 - Sep 2013 < 1
Fidelity Brokerage Services, LLC Millburn, NJ May 2011 - May 2013 2
Enterprise Rent A Car Clifton, NJ Jan 2011 - May 2011 < 1
William Paterson University Wayne, NJ Sep 2009 - May 2011 1
Stop And Shop Carlsdtadt, NJ Jun 2005 - May 2011 5
University Of Delaware Newark, DE Aug 2007 - May 2009 1
Eastern Concretre Materials Elmwood Park, NJ Jun 2007 - Aug 2007 < 1
Wood-ridge High School Wood-ridge, NJ Sep 2003 - Jun 2007 3
Panera Bread Carlstadt, NJ Aug 2006 - Nov 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2011
S66 NASAA Uniform Combined State Law Examination Apr 2012
Contact Info for Sean M. Carson
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
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 investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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