Sean Fitzpatrick is a registered investment advisor, based in Allentown, PA, with 43 years of industry experience.
Location
1401 N. Cedar Crest Blvd., Suite 109, Allentown, PA, 18104
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sean is the president of Anchor Point Wealth Management, where he dedicates full-time hours. He is also involved in insurance activities through Anchor Point Wealth Management.
Employment History
Current Registrations
Cetera Advisors LLCBroker
September 2022 - Present · 3 yrs 8 mos
Cetera Investment Advisers LLC
November 2020 - Present · 5 yrs 6 mos
Previous Registrations
First Allied Advisory Services, INC.
July 2012 - November 2020 · 8 yrs 4 mos
First Allied Securities, INC.
September 2011 - July 2012 · 10 mos
First Allied Securities, INC.Broker
December 2008 - September 2022 · 13 yrs 9 mos
Gordon H. Dickinson & CO.
June 2008 - October 2011 · 3 yrs 4 mos
First Montauk Securities CORP.Broker
April 1993 - December 2008 · 15 yrs 8 mos
Valley National Investments, INC.Broker
May 1991 - April 1993 · 1 yr 11 mos
Pilgrim Planning Associates, INC.Broker
May 1987 - May 1991 · 4 yrs
Lincoln Investment Planning, INC.Broker
January 1986 - June 1987 · 1 yr 5 mos
Calvert Securities CorporationBroker
January 1985 - February 1986 · 1 yr 1 mo
Lincoln Investment Planning, INC.Broker
November 1982 - December 1984 · 2 yrs 1 mo
State Registrations19 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.