Sean CaseyCRD Number: 2156290
Current Firm: Cetera Investment Advisers LLC
Sean Casey (CRD# 2156290) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Saint Cloud, MN and has over 28 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Valmark Advisers, Inc.
|Cetera Investment Advisers LLC||Saint Cloud, MN||Jan 2022 - Current||< 1|
|Cetera Investment Services LLC||Marietta, GA||Jan 2004 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1994|
|S66||NASAA Uniform Combined State Law Examination||Jan 2022|
Total Assets Under Management35,762MILLIONS
Total Number of Accounts169,758ACCOUNTS
Average Account Value$210,662
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, WY
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