Sean Russell
Sean Russell is a registered investment advisor at Ganim Private Wealth, based in Port Jefferson, NY, with 27 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 85 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Location
Port Jefferson, NY
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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 various business activities, including investment advisory and wealth management through Coastline Wealth Management and Kestra Advisory Services, taking up nearly all of his time. He also engages in insurance and loan/mortgage-related activities, and is a partner and financial advisor at GFS Wealth Management Advisors, dedicating about 10-20% of his time.
Employment History
Current Registrations
Ganim Private Wealth
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations26 states
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.