Sean Robertson
Sean Robertson is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Cranberry Township, PA, with 23 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, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
BWA provides investment management services through the BCM Platform or BCM wrap-fee program. Fees for these programs are disclosed in BCM's brochure and offering materials. BWA can negotiate its portion of the total fee, but the total advisory fee will not exceed 2.5% annually. The fees are based on a percentage of the value of your portfolio. The fees are negotiable depending on the amount you invest and the complexity of your financial situation.
Location
2009 Mackenzie Way, Suite 100, Cranberry Township, PA, 16066
Get directionsHistory
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 the owner of Elevate Private Wealth Advisors, offering insurance products and investment advisory services since 2019. This takes about a quarter of his time, including during securities trading hours.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Ameritas Advisory Services
Ameritas Investment Company, LLCBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Citizens Securities, INC.
Citizens Securities, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
A. G. Edwards & Sons, INC.Broker
State Registrations1 state
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.