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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 Dobens is an investment advisor representative at Iconiq Capital, LLC. Sean specializes in portfolio management for private foundations, individuals, and pooled investment vehicles. Sean holds a Series 65 license and has been registered with the state of California since December 2020. Sean has over 10 years of experience in the financial services industry. Before joining Iconiq Capital, LLC, Sean worked at various firms in New York, including Sagewind Capital, Bank Hapoalim, and FWM Partners.
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.
Personalized portfolio management to meet individual financial objectives.
Portfolio managment for private foundations
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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CA
01/01/2025 - Present
Iconiq Capital, LLC (SAN FRANCISCO CA)
IA
Issued 06/30/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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