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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Freitas is an investment advisor representative with Cresset Asset Management, LLC. Sean has been working in the financial services industry for over 10 years. Prior to joining Cresset, Sean worked at First Republic Securities Company, LLC and Fidelity Brokerage Services LLC. Sean holds Series 63, 66, 7TO and SIE licenses and is registered with the states of Connecticut and New York. Sean specializes in providing financial planning, portfolio management, and tax services to individuals, families, and businesses.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CT
10/10/2023 - Present
Cresset Asset Management, LLC (Greenwich CT)
NY
02/22/2022 - 05/17/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (NEW YORK NY)
NH
10/22/2020 - 02/04/2022
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 11/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/24/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/15/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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