Sean Stodart (CRD# 6130952) is an Investment Advisor Representative working at Mml Investors Services, LLC in Warren, NJ and has over 10 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mml Investors Services, LLC | Warren, NJ | Mar 2022 - Current | 1 |
| Mass Mutual Insurance Company | Warren, NJ | Mar 2022 - Current | 1 |
| Securian Financial Services | St Paul, MN | Oct 2015 - Mar 2022 | 6 |
| Allied Wealth Partners | Martinsville, NJ | Oct 2015 - Mar 2022 | 6 |
| Minnesota Life Insurance Co | St Paul, MN | Oct 2015 - Mar 2022 | 6 |
| Bohren And Bohren Associates Inc. | Flemington, NJ | Aug 2015 - Oct 2015 | < 1 |
| Q Crew Bbq And Catering | Ringoes, NJ | May 2010 - Sep 2015 | 5 |
| Purshe Kaplan Sterling Investments | Albany, NY | Oct 2014 - Feb 2015 | < 1 |
| Mcadam LLC | Philadelphia, PA | Oct 2014 - Feb 2015 | < 1 |
| Mcadam Financial Group | Philadelphia, PA | Apr 2013 - Oct 2014 | 1 |
| Ing Financial Partners, Inc. | Philadelphia, PA | Oct 2012 - Oct 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2013 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2013 |
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Total Assets Under Management58,787MILLIONS
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Total Number of Accounts326,297ACCOUNTS
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Average Account Value$180,164
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
- Other
AK, AL, AR, AZ, 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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