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Sean Coffey

Clinton Investment Management, LLC

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About Sean Coffey

Sean Coffey is an investment advisor representative at Clinton Investment Management, LLC, which is a registered investment advisor in Connecticut. Sean has been in the industry since November 2023 and has a Series 65 license. The firm's main office is located at 333 Ludlow Street, South Tower, 8th Floor, Stamford, CT 06902. They specialize in portfolio management for individuals, businesses, and investment companies. The firm has a strong focus on high-net-worth individuals and has over 627 such clients.

Firm Information

Sean Coffey is currently registered with Clinton Investment Management, LLC. Clinton Investment Management, LLC is an investment advisor based in Stamford, CT, with $2.85 billion in regulatory assets under management. The firm provides portfolio management services for individuals, businesses, and investment companies. They also offer wrap fee programs. Their client base includes high-net-worth individuals, corporations, and investment companies.
Clinton Investment Management, LLC

333 LUDLOW STREET

STAMFORD, CT 06902

$2.85B

Assets Under Management

Not reported

Total Clients

11

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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Sean Coffey’s Registration & Firm History

CT

03/30/2024 - Present

Clinton Investment Management, LLC (STAMFORD CT)

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Licenses & Designations

IA

Issued 03/30/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sean Coffey.
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