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Sean James McEntegart

Eagle Point Securities LLC

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About Sean James McEntegart

Sean McEntegart is a financial professional with over 20 years of experience in the industry. Sean has a strong background in investment company products, having held previous roles at firms such as PREP SECURITIES, LLC, CR CAPITAL DISTRIBUTORS, LLC, and STIRA CAPITAL MARKETS GROUP, LLC. Sean is currently registered with Eagle Point Securities LLC and holds a variety of licenses and certifications including Series 6, 7, 26 and 63. Sean’s strong understanding of the financial markets and commitment to client service make him a valuable asset to any investor seeking guidance and support.

Firm Information

Sean McEntegart is currently registered with Eagle Point Securities LLC. Eagle Point Securities LLC is a Limited Liability Company formed on November 29, 2022. They are registered with the SEC and all 50 states as well as Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

10

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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Sean McEntegart’s Registration & Firm History

CT

03/14/2024 - Present

Eagle Point Securities LLC (Greenwich CT)

UT

01/02/2020 - 02/15/2024

PREP SECURITIES, LLC (PARK CITY UT)

CA

10/15/2018 - 12/31/2019

CR CAPITAL DISTRIBUTORS, LLC (NEWPORT BEACH CA)

CA

03/29/2012 - 10/04/2018

STIRA CAPITAL MARKETS GROUP, LLC (IRVINE CA)

MA

02/20/2001 - 12/31/2011

SUN LIFE FINANCIAL DISTRIBUTORS, INC. (BOSTON MA)

NJ

07/09/1999 - 01/10/2001

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BC

Issued 07/08/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/22/2004

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/28/2012

Series 7 - General Securities Representative Examination

BC

Issued 07/08/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sean James McEntegart.
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