SG
SG
Sean Greenhut
26 Years of Experience
Paramus, NJ
2 DisclosuresBroker
Sean Greenhut is a registered investment advisor at Charles Schwab & CO., INC., based in Paramus, NJ, with 26 years of industry experience. Sean is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.
Compensation
Fixed/Hourly
Firm Size
8406 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fees for assets over $25 million are negotiable. A grandfathered schedule exists for clients enrolled prior to October 1, 2024.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
155 Route 17, Paramus, NJ, 07652-2903
Get directionsHistory
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
July 2008Closed-No Action
Criminal
March 1995Final Disposition
Employment History
Current Registrations
Charles Schwab & CO., INC.
April 2022 - Present · 4 yrs 6 mos
Charles Schwab & CO., INC.Broker
January 2022 - Present · 4 yrs 9 mos
Previous Registrations
TD Ameritrade Investment Management, LLC
January 2016 - September 2023 · 7 yrs 8 mos
TD Ameritrade, INC.
January 2016 - October 2022 · 6 yrs 9 mos
TD Ameritrade, INC.Broker
January 2016 - July 2024 · 8 yrs 6 mos
TD Ameritrade, INC.Broker
May 2015 - August 2015 · 3 mos
Newbridge Securities CorporationBroker
September 2008 - June 2015 · 6 yrs 9 mos
Saxony Securities, INC.Broker
February 2008 - September 2008 · 7 mos
J.P. Turner & Company, L.L.C.Broker
June 1999 - March 2008 · 8 yrs 9 mos
State Registrations16 states
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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.
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