SA
SA

Sean Agnew

11 Years of Experience
Philadelphia, PA
Broker

Sean Agnew is a registered investment advisor at Sanford C. Bernstein & CO., LLC, based in Philadelphia, PA, with 11 years of industry experience. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 22 clients with $1.6B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
439 advisors
IM Fee
Planning only
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

BNY Mellon Center, 135 Market Street Suite 3800, Philadelphia, PA, 19103

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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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Employment History
Current Registrations
Sanford C. Bernstein & CO., LLC
September 2021 - Present · 4 yrs 8 mos
Sanford C. Bernstein & CO., LLCBroker
September 2021 - Present · 4 yrs 8 mos
Alliancebernstein L.P.
August 2021 - Present · 4 yrs 9 mos
Previous Registrations
Mill Creek Capital Advisors, LLC
May 2018 - October 2021 · 3 yrs 5 mos
Foreside Fund Services, LLCBroker
March 2016 - April 2018 · 2 yrs 1 mo
Brinker Capital INC
December 2015 - March 2016 · 3 mos
Brinker Capital Securities, INC.Broker
November 2014 - March 2016 · 1 yr 4 mos
State Registrations16 states
CACODEFLILMAMDMTNJNYOHORPASCTNTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Sean Agnew - Financial Advisor | TrueAdvisor