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Sean Alan Dobson

Amherst Advisory & Management LLC

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About Sean Alan Dobson

Sean Dobson is a registered investment advisor representative in Texas and has been in the industry since 1989. Currently, Sean is affiliated with Amherst Advisory & Management LLC. Sean has prior experience with Amherst Securities Group, L.P., SPIRES FINANCIAL, L.P., Pinnacle Financial, Inc., Westcap Securities, L.P. and MMAR Group, Inc. Sean is a Series 63, Series 7, Series 24 and Series 53 licensed professional. Sean's primary business affiliations are with Amherst Holdings LLC and Amherst Capital Management, where Sean holds management positions. Sean Dobson manages assets for pooled investment vehicles and provides financial planning services.

Firm Information

Sean Dobson is currently registered with Amherst Advisory & Management LLC. Amherst Advisory & Management LLC is an investment advisor located in Austin, TX. The firm manages approximately $418,776,058 in assets, primarily for pooled investment vehicles. They provide portfolio management services for pooled investment vehicles.
Amherst Advisory & Management LLC

401 CONGRESS AVENUE

AUSTIN, TX 78701

$418.78M

Assets Under Management

3

Total Clients

1

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.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Sean Dobson’s Registration & Firm History

TX

02/02/2011 - Present

Amherst Advisory & Management LLC (AUSTIN TX)

TX

03/10/2000 - 10/17/2014

AMHERST SECURITIES GROUP, L.P. (AUSTIN TX)

TX

03/13/1995 - 01/13/2000

SPIRES FINANCIAL, L.P. (HOUSTON TX)

TX

10/20/1994 - 03/13/1995

PINNACLE FINANCIAL, INC. (HOUSTON TX)

TX

04/04/1994 - 11/10/1994

WESTCAP SECURITIES, L.P. (HOUSTON TX)

TX

12/06/1989 - 02/01/1994

MMAR GROUP, INC. (HOUSTON TX)

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Licenses & Designations

BC

Issued 12/11/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/27/2000

Series 53 - Municipal Securities Principal Examination

BC

Issued 05/16/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/17/2014

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sean Alan Dobson.
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