SF
CFP
SF
CFP

Sean Michael Flatley

25 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEstate PlanningInsurance PlanningInvestment ManagementFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
421 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$961.4M

Fee Structure

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Location

1055 Westlakes Drive, Suite 150, Berwyn, PA, 19312

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Sean is the President of Sterling Investment Advisors, providing investment advice since 2000. He is also an independent insurance broker selling life and disability insurance, and a musician. Additionally, Sean is a committee member and chairman for the Irish American Business Chamber & Network, spending minimal time on these roles.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
April 2011 - Present · 14 yrs 10 mos
Sterling Investment Advisors LTD.
May 2006 - Present · 19 yrs 9 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
February 2008 - April 2011 · 3 yrs 2 mos
American Financial Management Group, LTD.
February 2002 - November 2006 · 4 yrs 9 mos
Walnut Street Securities, INC.Broker
January 2000 - February 2008 · 8 yrs 1 mo
State Registrations3 states
NJPATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Sean Michael Flatley - Financial Advisor | TrueAdvisor