Sean AgnewCRD Number: 5356044
Current Firm: Alliancebernstein LP
Sean Agnew (CRD# 5356044) is an Investment Advisor Representative working at Alliancebernstein LP in Philadelphia, PA and has over 6 years of experience in the finance industry.
Hamilton-bates Investment Research, Inc.
Oppenheimer & Company Inc.
Lpl Financial LLC
|Mill Creek Capital Advisors, LLC||Conshohocken, PA||Apr 2018 - Current||4|
|Abr Dynamic Funds, LLC||New York, NY||Mar 2016 - Mar 2018||2|
|Foreside Fund Services, LLC||New York, NY||Mar 2016 - Mar 2018||2|
|Brinker Capital||Berwyn, PA||Oct 2014 - Mar 2016||1|
|Chapel Steel Corp||Lower Gwynedd, PA||Jun 2010 - Oct 2014||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2015|
|S63||Uniform Securities State Law Examination||Aug 2021|
Total Assets Under Management721,781MILLIONS
Total Number of Accounts49,955ACCOUNTS
Average Account Value$14,448,624
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based 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)
- Publication of periodicals or newsletters
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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