linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Sean Michael Bannon

Mill Creek Capital Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Sean? Claim Your Profile

About Sean Michael Bannon

Sean Michael Bannon is a registered Investment Advisor Representative with Mill Creek Capital Advisors, LLC. He is also a Chartered Financial Analyst. Sean has been in the financial services industry since 1997. Sean has experience with a variety of client types, including high net worth individuals, charitable organizations, and corporations. Sean provides a variety of financial services, including financial planning, portfolio management, and pension consulting.

Firm Information

Sean Bannon is currently registered with Mill Creek Capital Advisors, LLC. Mill Creek Capital Advisors, LLC is an investment advisor headquartered in Conshohocken, Pennsylvania. The firm manages approximately $8.2 billion in assets for a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and pooled investment vehicles. They offer a range of services, including financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors.
Mill Creek Capital Advisors, LLC

161 WASHINGTON STREET

CONSHOHOCKEN, PA 19428

$8.20B

Assets Under Management

10

Total Clients

27

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Sean Bannon’s Registration & Firm History

PA

04/28/2014 - Present

Mill Creek Capital Advisors, LLC (CONSHOHOCKEN PA)

PA

07/28/2004 - 10/02/2007

YP, LLC (PITTSBURGH PA)

PA

12/03/1997 - 11/19/2002

YP, LLC (PITTSBURGH PA)

Not sure if Sean Michael Bannon is right for you?

Licenses & Designations

BOTH

Issued 09/11/1997

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/16/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sean Michael Bannon.
Not sure if Sean Michael Bannon is right for you?