Brandon Hill Wealth Management, LLC

Brandon Hill Wealth Management, LLC (CRD# 315778) is a financial advisory firm headquartered in , . They manage $18,878,902 in 21 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://brandonhillwealthmgmt.com/
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $898,995
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Brandon Hill Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Sean Whelan, financial advisor Katonah NY
Sean J. Whelan
CRD#: 1516201
Katonah, NY

Sean Whelan (CRD# 1516201) is an Investment Advisor Representative working at Brandon Hill Wealth Management, LLC in Katonah, NY and has over 37 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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