Sean Edrington
Sean Edrington is a registered investment advisor at UBS Financial Services INC., based in San Francisco, CA, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 1,134,581 clients with $810B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
UBS Financial Services Inc. offers financial planning services for a fee, with costs ranging from $500 to $50,000, though most clients pay between $1,000 and $10,000. Fees exceeding $50,000 but not more than $100,000 may be permitted for complex situations involving relationships with a net worth of $100 million or more. The fees are negotiable and may vary based on the range of services selected, the scope of the engagement, the complexity of the services, the nature and amount of client assets involved, and the financial advisor's business model.
Location
555 California Street, 32nd Floor/ Suite 3200, San Francisco, CA, 94104
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2007Customer Dispute
March 2007Other Business Activities
Sean is a partner in SEEF Properties LLC, a real estate company holding personal assets, since 2013. He is also an officer in Elysium Holdings LLC, a real estate company holding investments for his trust, since 2014.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations34 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.