Sean Nicholson (CRD# 7239207) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Francisco, CA and has over 2 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 6424586
Global Retirement Partners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco, CA | Nov 2021 - Current | 2 |
| Unemployed | San Leandro, CA | Jun 2021 - Nov 2021 | < 1 |
| J.p. Morgan Securities LLC | Foster City, CA | Nov 2020 - Jun 2021 | < 1 |
| Jpmorgan Chase Bank, N.a. | Foster City, CA | Nov 2020 - Jun 2021 | < 1 |
| Pfs Investments Inc. | Roseville, CA | May 2020 - Nov 2020 | < 1 |
| Primerica Financial Services | Roseville, CA | Sep 2019 - Nov 2020 | 1 |
| Colliers International | Sacramento, CA | Oct 2018 - Nov 2020 | 2 |
| Miltenyi Biotec | Auburn, CA | Jun 2018 - Oct 2018 | < 1 |
| California Department Of State Hospitals | Napa, CA | Aug 2017 - May 2018 | < 1 |
| Csu Sacramento | Sacramento, CA | Sep 2014 - May 2018 | 3 |
| Csu Sacramento | Sacramento, CA | Sep 2013 - May 2018 | 4 |
| Rice Bowl Restaurant | Brookings, OR | Aug 2012 - Jan 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2021 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- CA
- TX
-
Total Assets Under Management1,093,689MILLIONS
-
Total Number of Accounts2,864,234ACCOUNTS
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Average Account Value$381,844
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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