Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean McMullen is an Investment Advisor Representative associated with Clarfeld Financial Advisors, LLC. Sean has been in the financial services industry since June 2012. Sean currently holds a Series 65 license and is registered with the state regulators of New Hampshire and Texas. Sean is registered as an Investment Advisor Representative. Sean's previous work experience includes positions with KPF Global Investment Strategies/Paladin Advisors, LLC and Clarfeld Financial Advisors, LLC. Clarfeld is headquartered in Tarrytown, NY and manages over 12 Billion dollars in assets for a variety of clients including individuals, corporations, charitable organizations, and investment companies.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
10/03/2022 - Present
Clarfeld (TARRYTOWN NY)
IA
Issued 04/22/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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