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Sean Hantes

Vanderbilt Advisory Services

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About Sean Hantes

Sean Hantes is a registered investment advisor with Vanderbilt Advisory Services. Sean has over 6 years of experience in the financial services industry. Sean is licensed to provide investment advice in 13 states. Sean is a Series 7, Series 66, and SIE licensed professional. Sean has worked at Edward Jones, Cadaret, Grant & Co., Inc., and Vanderbilt Financial Group. Sean's specializations are in portfolio management for individuals, businesses, and financial planning. Vanderbilt Advisory Services is a registered investment advisor with approximately $1 billion - $10 billion in assets under management. The firm offers a variety of investment advisory services including financial planning, portfolio management, and educational seminars.

Firm Information

Sean Hantes is currently registered with Vanderbilt Advisory Services. Vanderbilt Advisory Services is an investment advisory firm headquartered in Woodbury, New York. They provide financial planning, portfolio management for individuals and businesses, and have over $1 billion to $10 billion in assets under management. They serve a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans.
Vanderbilt Advisory Services

125 FROEHLICH FARM BLVD.

WOODBURY, NY 11797

$1.62B

Assets Under Management

64

Total Clients

123

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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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.

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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percentage of assets

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

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Sean Hantes’s Registration & Firm History

NY

08/26/2024 - Present

Vanderbilt Advisory Services (Rochester NY)

NY

05/11/2022 - 08/02/2024

CADARET, GRANT & CO., INC. (Rochester NY)

NY

03/22/2017 - 03/03/2022

EDWARD JONES (ROCHESTER NY)

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Licenses & Designations

BOTH

Issued 04/07/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/22/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sean Hantes.
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