Sean Rooney (CRD# 6490086) is an Investment Advisor Representative working at Pnc Investments in Mountain Top, PA and has over 8 years of experience in the finance industry.
CRD# 1667988
Trustmont Advisory Group, Inc.
CRD# 1620029
Blackridge Asset Management, LLC
CRD# 1040390
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pnc Investments | Pittsburgh, PA | May 2021 - Current | 2 |
| Bank Of America, N.a | Wilkes Barre, PA | Jan 2020 - May 2021 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wilkes Barre, PA | Dec 2019 - May 2021 | 1 |
| Prudential Investment Management Services LLC | Scranton, PA | Jul 2019 - Dec 2019 | < 1 |
| Prudential Insurance Company Of America | Scranton, PA | Sep 2018 - Dec 2019 | 1 |
| Edward Jones | St Louis, MO | Jan 2017 - Sep 2018 | 1 |
| Charles Schwab Bank | Allentown, PA | Jun 2016 - Jan 2017 | < 1 |
| Charles Schwab & Company, Inc. | Allentown, PA | Jun 2016 - Jan 2017 | < 1 |
| Spring Ridge Financial Group | Wyomissing, PA | Jun 2015 - May 2016 | < 1 |
| National Planning Corporation | Wyomissing, PA | Jun 2015 - May 2016 | < 1 |
| Genpact | Wilkes Barre, PA | Sep 2014 - Jun 2015 | < 1 |
| Mondelez International | Wilkes Barre, PA | Aug 2012 - Sep 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2015 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2016 |
- PA
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Total Assets Under Management23,896MILLIONS
-
Total Number of Accounts152,189ACCOUNTS
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Average Account Value$157,014
- A percentage of assets under your management
- 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)
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