1. Wealthminder
  2. Raleigh, NC
Sean Dematteo, financial advisor Raleigh NC

Sean Dematteo

CRD Number: 5616268
Current Firm: Mml Investors Services, LLC

Sean Dematteo (CRD# 5616268) is an Investment Advisor Representative working at Mml Investors Services, LLC in Raleigh, NC and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Principal Life Insurance Company Raleigh, NC Jun 2019 - Current 1
Principal Securities Incorporated Raleigh, NC Jun 2019 - Current 1
Mml Investors Services, LLC Raleigh, NC Mar 2017 - Jun 2019 2
Massachusetts Mutual Life Insurance Company Raleigh, NC Jul 2016 - Jun 2019 2
Metlife Securities Inc. Raleigh, NC Apr 2016 - Mar 2017 < 1
Unemployed Cary, NC Mar 2015 - Apr 2016 1
Fidelity Investments Cary, NC Feb 2008 - Mar 2015 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2008
S66 NASAA Uniform Combined State Law Examination May 2016
Contact Info for Sean H. Dematteo
Phone Number: (413)737-8400
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    39,563
    MILLIONS
  • Total Number of Accounts
    206,878
    ACCOUNTS
  • Average Account Value
    $191,239
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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