Sean CarsonCRD 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.
Altium Wealth Management LLC
H. Beck, Inc.
Karagosian Financial Services, Inc.
|Fidelity Brokerage Services LLC||New York, NY||Apr 2015 - Current||2|
|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|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- 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 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
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