Sean Casey, financial advisor Saint Cloud MN

Sean Casey

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Sean P. Casey
Phone Number: 888-528-2987
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    35,762
    MILLIONS
  • Total Number of Accounts
    169,758
    ACCOUNTS
  • Average Account Value
    $210,662
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)
  • Educational seminars/workshops
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, WY

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