Sean Grattan
Sean Grattan is a registered investment advisor at Morgan Stanley, based in Colchester, VT, with 21 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
105 West View Road, 5th Floor, Colchester, VT, 05446
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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 sells non-variable insurance products, including life, fixed annuities, and long-term care, through Colonial Financial Services, dedicating about 10-20% of his time. He also works with NBT Insurance Agency, LLC, marketing, selling, and servicing fixed life, disability, LTC, health, and annuity products for a few hours per week, and owns North Glade LLC, a real estate rental business, dedicating minimal time.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
TD Wealth Management Services INC.Broker
TD Wealth Management Services INC.
Primevest Financial Services, INC.
Bancnorth Investment Group, INC.Broker
Chittenden Securities, INC.Broker
State Registrations15 states
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