Sean Penello, financial advisor San Jose CA
93 score

Sean Penello

CRD Number: 5438208
Current Firm: Money Concepts Advisory Service

Sean Penello (CRD# 5438208) is an Investment Advisor Representative working at Money Concepts Advisory Service in San Jose, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Money Concepts Capital Corp Palm Beach Gardens, FL Nov 2007 - Current 9
Network Management Group, Inc. San Jose, CA Aug 2005 - Current 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2008
Contact Info for Sean C. Penello
Phone Number: 561-472-2000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,181
    MILLIONS
  • Total Number of Accounts
    10,305
    ACCOUNTS
  • Average Account Value
    $114,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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