Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Sugrue is an Investment Advisor Representative with Westmount Partners, LLC. Sean is registered in California and has been active in the industry since July 2024. Sean's areas of specialization include: portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, financial planning, and selection of other advisers. Westmount Partners, LLC has $1 billion - $10 billion in assets under management.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
A percentage of the total value of assets under management is charged.
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CA
08/29/2024 - Present
Westmount Partners, LLC (LOS ANGELES CA)
IA
Issued 08/19/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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