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Sean Robnett

33 Years of Experience
West Palm Beach, FL
2 DisclosuresBrokerSells Insurance

Sean Robnett is a registered investment advisor at Bny Mellon Securities Corporation, based in West Palm Beach, FL, with 33 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 Investment Management. Their firm serves 3,734 clients with $8.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
64 advisors
Number of Clients
3,734 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$8.4B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%

Fees vary by program sponsor and strategy, typically ranging from 0.00% to 0.50% annually, paid out of the wrap fee charged by the program sponsor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

777 S. Flagler Drive, Suite 1810, West Palm Beach, FL, 33401

Get directions

History

Regulatory History (2)
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 2007
Denied
Customer Dispute
July 2000
Settled
Other Business ActivitiesSells Insurance

Sean is a licensed financial advisor selling insurance products.

Employment History
Current Registrations
Bny Mellon Securities Corporation
December 1998 - Present · 27 yrs 10 mos
Bny Mellon Securities Corporation
November 1998 - Present · 27 yrs 11 mos
Bny Mellon Securities CorporationBroker
November 1998 - Present · 27 yrs 11 mos
Previous Registrations
Princor Financial Services CorporationBroker
September 1996 - November 1998 · 2 yrs 2 mos
John Hancock Distributors, INC.Broker
August 1994 - September 1996 · 2 yrs 1 mo
John Hancock Mutual Life Insurance CompanyBroker
August 1994 - September 1996 · 2 yrs 1 mo
Cohig & Associates, INC.Broker
February 1994 - May 1994 · 3 mos
Thomas James Associates, INC.Broker
July 1993 - February 1994 · 7 mos
Domestic Capital IncorporatedBroker
June 1993 - July 1993 · 1 mo
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
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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