Sean Craft, financial advisor Vienna VA
89 score

Sean Craft

CRD Number: 5295163
Current Firm: Acorn Financial Advisory Services, Inc.

Sean Craft (CRD# 5295163) is an Investment Advisor Representative working at Acorn Financial Advisory Services, Inc. in Vienna, VA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Acorn Financial Advisory Services, Inc. Vienna, VA Sep 2014 - Current 2
The Strategic Financial Alliance, Inc. Vienna, VA Aug 2013 - Current 3
Allegiance Financial Group, LLC Vienna, VA Jan 2013 - Current 3
H. Beck, Inc. Vienna, VA Jun 2013 - Aug 2013 < 1
Maggiano's Little Italy Mclean, VA Jun 2002 - Jan 2013 10
Metlife Securities Inc. Falls Church, VA Mar 2007 - Apr 2009 2
Metropolitan Life Insurance Company Falls Church, VA Apr 2007 - Jul 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2013
S65 NASAA Investment Advisors Law Examination Jun 2014
Contact Info for Sean M. Craft
Phone Number: (703) 293-3100
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    407
    MILLIONS
  • Total Number of Accounts
    1,260
    ACCOUNTS
  • Average Account Value
    $323,367
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

CA, CO, DC, FL, GA, IL, LA, MA, MD, NC, NJ, NY, OH, PA, SC, TX, VA

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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