Sean Pendray
Sean Pendray is a ChFC-designated registered investment advisor at Merited Wealth, LLC, based in North Bay Village, FL, with 26 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 124 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Merited Wealth charges up to 2.0% of the value of your portfolio annually. The exact percentage may be structured as a straight percentage or on a tiered basis, with a reduced percentage rate based on reaching certain thresholds. Fees are collected quarterly, in advance. You can terminate your account at any time and receive a pro-rata refund of any unearned fees.
Location
1666 79th Street Causeway, Suite 501, North Bay Village, FL, 33141
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Regulatory History
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 involved in insurance-related activities, including annuity products, life insurance, and Medicare/Medicaid compliance solutions through Pendray Financial Associates, dedicating about half of his time. He has also been an insurance agent with various companies since 1993.
Employment History
Current Registrations
Merited Wealth, LLC
Previous Registrations
Mutual Trust Asset Mgmt., INC.
Mutual Trust Company of America SecuritiesBroker
Freedom Investors CORP.
Freedom Investors CORP.Broker
Evolve Investment Advisors
Evolve Securities, INC.
Evolve Securities, INC.Broker
Symetra Investment Services, INC.Broker
Citicorp Investment ServicesBroker
A. G. Edwards & Sons, INC.Broker
First Union Securities, INC.Broker
First Union Brokerage Services, INC.Broker
Painewebber IncorporatedBroker
Bear, Stearns & CO. INC.Broker
M. J. Whitman, L.P.Broker
State Registrations1 state
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.