Sean Becker, financial advisor Paoli PA
93 score

Sean Becker

CRD Number: 5600416
Current Firm: Cadaret Grant & Co Inc.

Sean Becker (CRD# 5600416) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Paoli, PA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Cadaret, Grant & Company, Inc. Paoli, PA Sep 2008 - Current 8
Mcmullin & Associates Paoli, PA Jul 2008 - Current 8
Sean W. Becker Armore, PA Nov 2006 - Current 10
Guggenheim Wealth Management King Of Prussia, PA Aug 2004 - Nov 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2009
Contact Info for Sean W. Becker
Phone Number: 315-471-2191
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    3,475
    MILLIONS
  • Total Number of Accounts
    18,688
    ACCOUNTS
  • Average Account Value
    $185,929
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, 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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