Sean Ekiert
Sean Ekiert is a registered investment advisor at Raymond James & Associates, INC., based in Richmond, VA, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
5820 Patterson Avenue, Suite 100, Richmond, VA, 23226
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Sean is a member of the Citizen Budget Advisory Committee for Chesterfield County Public Schools since August 2023. This involves reviewing and making recommendations regarding the school budget, and takes a few hours per week.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Scott & Stringfellow, LLCBroker
Scott & Stringfellow, LLC
Davenport & Company LLC
Davenport & Company LLCBroker
Scott & Stringfellow, INC.Broker
State Registrations5 states
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