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Sean Adam Greenhut

Charles Schwab & CO., Inc.

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About Sean Adam Greenhut

Sean Adam Greenhut is a financial advisor with over 24 years of experience in the financial services industry. Sean has been registered with Charles Schwab & Co., Inc. since April 2022. Before joining Charles Schwab & Co., Inc. Sean was previously registered with TD Ameritrade, Inc. from January 2016 until July 2024. Sean has been registered in 19 states and has passed the Series 7, Series 63 and Series 66 exams.

Firm Information

Sean Greenhut is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Sean Greenhut’s Registration & Firm History

NJ

04/01/2022 - Present

Charles Schwab & CO., Inc. (Paramus NJ)

NJ

01/27/2016 - 07/29/2024

TD AMERITRADE, INC. (Paramus NJ)

NJ

05/29/2015 - 08/25/2015

TD AMERITRADE, INC. (SHORT HILLS NJ)

NY

09/05/2008 - 06/01/2015

NEWBRIDGE SECURITIES CORPORATION (NEW YORK NY)

NY

02/07/2008 - 09/10/2008

SAXONY SECURITIES, INC. (NEW YORK NY)

NY

06/04/1999 - 03/06/2008

J.P. TURNER & COMPANY, L.L.C. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 12/28/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/20/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/03/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are 3 public disclosures for Sean Adam Greenhut. Review regulatory record here.
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