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Sean Dehaan

Private Advisor Group, LLC
35 Years of Experience
Atlanta, GA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Sean Dehaan is a registered investment advisor at Private Advisor Group, LLC, based in Atlanta, GA, with 35 years of industry experience. Sean is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.

Private Advisor Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
930 advisors
Number of Clients
142,225 clients
Average Client Portfolio
$312K average
Assets Under Management
$44.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2700 Cumberland Pkwy, Ste 410, Atlanta, GA, 30339

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2008
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Sean operates DeHaan Wealth Management as a DBA for LPL business since 2010. He also provides investment advisory services through Private Advisor Group, spending nearly full-time hours on this activity.

Employment History
Current Registrations
Private Advisor Group, LLC
June 2019 - Present · 7 yrs 4 mos
LPL Financial LLCBroker
March 2010 - Present · 16 yrs 7 mos
Previous Registrations
LPL Financial LLC
August 2022 - October 2022 · 2 mos
Independent Financial Partners
August 2016 - July 2019 · 2 yrs 11 mos
LPL Financial LLC
April 2010 - December 2016 · 6 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2008 - April 2010 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2007 - April 2010 · 2 yrs 5 mos
Robert W. Baird & CO. IncorporatedBroker
September 1995 - January 2002 · 6 yrs 4 mos
Northwestern Mutual Investment Services, LLCBroker
May 1991 - November 2007 · 16 yrs 6 mos
State Registrations7 states
CADCFLGAKYMDVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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