Sean Armstrong, financial advisor Walnut Creek CA
93 score

Sean Armstrong

CRD Number: 1963737
Current Firm: Strategic Advisers, Inc.

Sean Armstrong (CRD# 1963737) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Walnut Creek, CA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments San Francisco, CA Jan 2013 - Current 3
Unemployed Walnut Creek, CA Aug 2012 - Jan 2013 < 1
Tdameritrade Inc. San Francisco, CA Apr 2008 - Aug 2012 4
Unemployed Walnut Creek, CA Dec 2007 - Mar 2008 < 1
Wellington Securities, Inc. San Francisco, CA Aug 2007 - Nov 2007 < 1
Unemployed Walnut Creek, CA Aug 2005 - Aug 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1992
Contact Info for Sean O. Armstrong
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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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