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Sean Michael-thomas Dranfield

PT Asset Management, LLC

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About Sean Michael-thomas Dranfield

Sean Michael-thomas Dranfield is a financial advisor with over 15 years of experience in the industry. Sean is registered with PT Asset Management, LLC and has been with the firm since 2015. Sean is also registered with the state of Illinois. Sean has a Series 6, Series 63, Series 26 and SIE licenses. Previously, Sean worked at World Equity Group, Inc. and M Holdings Securities, Inc. Sean has a special focus on portfolio management for individuals, businesses and investment companies.

Firm Information

Sean Dranfield is currently registered with PT Asset Management, LLC. PT Asset Management, LLC, is a Chicago, IL based firm with a focus on investment advisory services. They manage approximately $7.00 billion in regulatory assets under management for 5 clients, primarily investment companies. The firm also offers portfolio management for businesses and individuals.
PT Asset Management, LLC

500 W. MADISON STREET

CHICAGO, IL 60661

$7.00B

Assets Under Management

Not reported

Total Clients

11

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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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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Sean Dranfield’s Registration & Firm History

IL

01/16/2015 - Present

PT Asset Management, LLC (CHICAGO IL)

IL

10/25/2013 - 02/05/2014

WORLD EQUITY GROUP, INC. (WHEATON IL)

IL

10/24/2011 - 04/19/2012

M HOLDINGS SECURITIES, INC. (CHICAGO IL)

IL

05/23/2003 - 12/31/2010

FORESIDE FUND SERVICES, LLC (CHICAGO IL)

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Licenses & Designations

IA

Issued 02/27/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/28/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/30/2003

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/22/2003

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-thomas Dranfield.
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