SF
SF

Sean Fenton

18 Years of Experience
Chapel Hill, NC
1 DisclosureBroker

Sean Fenton is a registered investment advisor at Morgan Stanley, based in Chapel Hill, NC, with 18 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

6340 Quadrangle Drive, Suite 300, Chapel Hill, NC, 27517

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History

Regulatory History (1)
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Customer Dispute
January 2026
Pending
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.
May 2007 - June 2009 · 2 yrs 1 mo
Citigroup Global Markets INC.Broker
May 2007 - June 2009 · 2 yrs 1 mo
State Registrations34 states
AZCACOCTDCDEFLGAHIIDILINMAMDMIMNMONCNHNJNMNVNYOHORPARISCSDTNTXVAWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.