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Sean Michael McCann

Eagle Strategies LLC

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About Sean Michael McCann

Sean McCann has been in the financial industry since 1991. Sean is currently registered with Eagle Strategies LLC as an investment advisor representative in Colorado and as a registered investment advisor representative in Texas. Sean McCann holds Series 6, 7, and 63 licenses. Sean has been with Eagle Strategies LLC since October 2001. Sean McCann also offers services through Integrated Financial Strategies, LLC, a business that specializes in financial planning and investment management. Sean McCann is an insurance broker and has been licensed with New York Life Insurance Company since July 1991. Sean McCann is also registered with NYLIFE Securities LLC. Sean McCann has a strong background in the financial industry, including experience in insurance, investment management, and financial planning. Sean is committed to helping clients achieve their financial goals and is a valuable resource for individuals and families seeking financial advice.

Firm Information

Sean McCann is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in NEW YORK, NY. They offer a range of services including financial planning, pension consulting, educational seminars, and publication of periodicals. The firm manages assets for individuals, high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth clients. They also participate in wrap fee programs.
Eagle Strategies LLC

51 MADISON AVENUE

NEW YORK, NY 10010

$20.36B

Assets Under Management

6,070

Total Clients

2,031

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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 McCann’s Registration & Firm History

CO

07/26/2017 - Present

Eagle Strategies LLC (LITTLETON CO)

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Licenses & Designations

BC

Issued 02/13/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/24/2000

Series 7 - General Securities Representative Examination

BC

Issued 09/23/1991

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 Michael McCann.
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