Sean Robertson, financial advisor Pittsburgh PA
93 score

Sean Robertson

CRD Number: 4484853
Current Firm: Advice And Planning Services

Sean Robertson (CRD# 4484853) is an Investment Advisor Representative working at Advice And Planning Services in Pittsburgh, PA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa-cref Individual & Institutional Services, LLC Pittsburgh, PA Oct 2017 - Current < 1
Tiaa Pittsburgh, PA Oct 2017 - Current < 1
Citizens Securities, Inc. Pittsburgh, PA Jul 2017 - Oct 2017 < 1
Ameriprise Financial Services, Inc. Chesterfield, MO Nov 2012 - Jul 2017 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chesterfield, MO Oct 2009 - Nov 2012 3
Banc Of America Investment Services, Inc. Clayton, MO Mar 2004 - Oct 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2002
S66 NASAA Uniform Combined State Law Examination Aug 2004
Contact Info for Sean Robertson
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    21,673
    MILLIONS
  • Total Number of Accounts
    55,750
    ACCOUNTS
  • Average Account Value
    $388,745
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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