SO
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
18 advisors
Number of Clients
1 client
Average Client Portfolio
$46.1B average
Assets Under Management
$46.1B
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Advisor Information
Office location
Palm Beach, FL
Get directionsRegulatory History (1)
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Financial
June 2017Final
Other Business Activities
Sean has an unexercised option to acquire interest in PF, LLC since 2012, and holds a passive investment in 500 Chesterfield Parkway Holdings LLC since 2019. Sean also works as an Uber driver for about 10-20% of their time and is a partner in War Horse Stables.
Employment History
Current Registrations
Pacer Advisors, INC.
March 2009 - Present · 16 yrs 10 mos
Pacer Financial, INC.
February 2008 - Present · 17 yrs 11 mos
Pacer Financial, INC.Broker
February 2008 - Present · 17 yrs 11 mos
Previous Registrations
Planco Financial Services, LLCBroker
June 1987 - May 2007 · 19 yrs 11 mos
The Great-West Life Assurance CompanyBroker
February 1986 - April 1987 · 1 yr 2 mos
Calvert Securities CorporationBroker
June 1985 - December 1985 · 6 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.