Sean Kelly is a registered investment advisor at LPL Financial LLC, based in Osterville, MA, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
22 Wianno Avenue, Osterville, MA, 02655
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sean operates his LPL business through Rockland Trust Financial Services and RT Investment Services. He also serves as Vice President & Portfolio Manager at Rockland Trust Investment Management Group, dedicating full-time hours to this role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Kaleel Investment Advisors, LLC
Lincoln Financial Securities CorporationBroker
Deutsche Bank Securities INC.Broker
Db Alex. Brown LLCBroker
Alex. Brown & Sons IncorporatedBroker
State Registrations1 state
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