Sean McCaffery, financial advisor Windsor CT
88 score

Sean McCaffery

CRD Number: 6422345
Current Firm: Fiduciary Investment Advisors, LLC

Sean McCaffery (CRD# 6422345) is an Investment Advisor Representative working at Fiduciary Investment Advisors, LLC in Windsor, CT and has 1 year of experience in the finance industry.

Similar Advisors
James Thibault, financial advisor Windsor CT
James A. Thibault
CRD# 4837211
Barron Financial Group, LLP
Score
105
Similar Advisors
Timothy Baker, financial advisor Windsor CT
Timothy J. Baker
CRD# 5030137
Wealthshape LLC
Score
103
Similar Advisors
Carrie Kulig, financial advisor Windsor CT
Carrie N. Kulig
CRD# 2871845
Garrett Investment Advisors, LLC
Score
103
Company Name Location Dates Years
Fiduciary Investment Advisors, LLC Windsor, CT May 2014 - Current 2
University Of Connecticut Storrs, CT Aug 2011 - May 2014 2
Course Hero Storrs, CT Dec 2013 - Mar 2014 < 1
Stonington Harbor Yacht Club Stonington, CT May 2013 - Aug 2013 < 1
Mantana Group Mystic, CT Oct 2011 - May 2013 1
Southeast Landscaping Stonington, CT May 2011 - May 2013 2
Nichols College Dudley, MA Aug 2010 - May 2011 < 1
Mystic Drawbridge Ice Cream Mystic, CT May 2008 - Aug 2010 2
Stonginton High School Stonington, CT Sep 2006 - May 2010 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2015
Contact Info for Sean McCaffery
Phone Number: 866-466-9412
Firm Website: http://www.fiallc.com
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    201
    MILLIONS
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $5,017,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

CT, MA, ME, NH, NJ, NY, PA, RI, TX, VT

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
88
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.