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Sean Robnett

32 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 32 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,823 clients with $7.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
66 advisors
Number of Clients
3,823 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$7.1B

Fee Structure

BNY Mellon Securities Corporation (BNYSC) does not directly charge fees to individual clients. Instead, BNYSC receives a portion of the wrap fee that the client pays to the Program Sponsor. This portion typically ranges from 0.00% to 0.50% annually, depending on the Program Sponsor, the type of account, the level of support provided by BNYSC, and the size of the client’s assets in the specific investment strategy.

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Location

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

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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 5 mos
Bny Mellon Securities Corporation
November 1998 - Present · 27 yrs 6 mos
Bny Mellon Securities CorporationBroker
November 1998 - Present · 27 yrs 6 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.
Sean Robnett - Financial Advisor | TrueAdvisor