Sean McHaleCRD Number: 4628875
Current Firm: Suntrust Investment Services, Inc.
Sean McHale (CRD# 4628875) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Tampa, FL and has over 12 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Suntrust Bank||Tampa, FL||May 2014 - Current||2|
|Suntrust Investment Services, Inc.||Atlanta, GA||May 2014 - Current||2|
|Suntrust Bank||Tampa, FL||Mar 1997 - May 2014||17|
|Suntrust Investment Services, Inc.||Tampa, FL||Mar 1997 - May 2014||17|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2004|
Total Assets Under Management10,443MILLIONS
Total Number of Accounts26,841ACCOUNTS
Average Account Value$389,077
- A percentage of assets under your management
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV