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Sean Treanor

Charles Schwab & CO., Inc.

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About Sean Treanor

Sean Treanor is a financial advisor with over 13 years of experience in the industry. Sean is currently registered with Charles Schwab & CO., Inc. and is also registered as an Investment Advisor Representative in New Jersey. Prior to joining Charles Schwab & CO., Inc., Sean worked at TD Ameritrade, Inc. from 2013 to 2023, and Blackrock Fund Distribution Company from 2009 to 2011. Sean's areas of expertise include financial planning, investment advisory, and selection of other advisors.

Firm Information

Sean Treanor is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Sean Treanor’s Registration & Firm History

CA

08/17/2021 - Present

Charles Schwab & CO., Inc. (San Francisco CA)

NJ

09/10/2013 - 12/31/2023

TD AMERITRADE, INC. (JERSEY CITY NJ)

NJ

11/06/2009 - 12/13/2011

BLACKROCK FUND DISTRIBUTION COMPANY (JERSEY CITY NJ)

NJ

02/08/2008 - 12/31/2009

BARCLAYS GLOBAL INVESTORS SERVICES (JERSEY CITY NJ)

NJ

06/15/2007 - 01/29/2008

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 11/08/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/14/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Sean Treanor.
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