Sean Wilson, financial advisor New York NY
93 score

Sean Wilson

CRD Number: 4461538
Current Firm: Advice And Planning Services

Sean Wilson (CRD# 4461538) is an Investment Advisor Representative working at Advice And Planning Services in New York, NY and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa New York, NY Oct 2012 - Current 4
Tiaa-cref Individual & Institutional Services, LLC New York, NY Oct 2012 - Current 4
Goldman Sachs New York, NY Jul 2010 - Jul 2012 2
Nyu University New York, NY Sep 2009 - May 2010 < 1
Goldman Sachs New York, NY Aug 2009 - Aug 2009 < 1
Nyu University New York, NY Aug 2008 - Jun 2009 < 1
Ubs Financial Services Inc. Rockville, MD Feb 2006 - Sep 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2001
S65 NASAA Investment Advisors Law Examination Dec 2012
S66 NASAA Uniform Combined State Law Examination Mar 2003
Contact Info for Sean D. Wilson
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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