Sean HugginsCRD Number: 5903998
Current Firm: Strategic Advisers, Inc.
Sean Huggins (CRD# 5903998) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Wilmington, DE and has over 5 years of experience in the finance industry.
Dedicated Investment Advisers LLC
Affinity Wealth Management, Inc.
Ameriprise Financial Services, Inc.
|Fidelity Investments||Fairlawn, OH||Jan 2012 - Current||5|
|National Financial||Covington, KY||Jul 2011 - Dec 2011||< 1|
|Fidelity Investments||Boston, MA||Jun 2010 - Jun 2011||1|
|Fidelity Chartiable Services||Boston, MA||Sep 2008 - May 2010||1|
|Fidelity Investments||Boston, MA||Jul 2005 - Aug 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2012|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- 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 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
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