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Sean Ryan

17 Years of Experience
Wayne, PA
BrokerSells Insurance

Sean Ryan is a registered investment advisor at Cetera Investment Advisers LLC, based in Wayne, PA, with 17 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

460 E Swedesford Road Suite 2030, Wayne, PA, 19087

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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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Other Business ActivitiesSells Insurance

Sean operates under the DBA Magis Financial Partners, providing financial services through Cetera Advisors since 2021, dedicating about a quarter of his time. Additionally, Sean sells fixed insurance products, including life, health, disability, annuities, and long-term care, as an insurance agent since 2017.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLC
September 2017 - Present · 8 yrs 10 mos
Cetera Advisors LLCBroker
September 2017 - Present · 8 yrs 10 mos
Previous Registrations
Magis Financial Partners
December 2017 - March 2021 · 3 yrs 3 mos
Cetera Advisors LLC
September 2017 - March 2024 · 6 yrs 6 mos
Cetera Financial Specialists LLCBroker
February 2016 - August 2017 · 1 yr 6 mos
Cetera Advisor Networks LLC
February 2016 - August 2017 · 1 yr 6 mos
Cetera Advisor Networks LLCBroker
February 2016 - August 2017 · 1 yr 6 mos
Cetera Advisors LLCBroker
February 2016 - August 2017 · 1 yr 6 mos
Cetera Investment Services LLCBroker
February 2016 - August 2017 · 1 yr 6 mos
First Allied Securities, INC.Broker
February 2016 - August 2017 · 1 yr 6 mos
Girard Securities, INC.Broker
February 2016 - August 2017 · 1 yr 6 mos
Summit Brokerage Services, INC.Broker
February 2016 - August 2017 · 1 yr 6 mos
Legend Equities CorporationBroker
February 2016 - December 2016 · 10 mos
Investors Capital CORP.Broker
February 2016 - November 2016 · 9 mos
Vsr Financial Services, INC.Broker
February 2016 - November 2016 · 9 mos
Brinker Capital Securities, INC.Broker
November 2012 - February 2016 · 3 yrs 3 mos
Brinker Capital INC
November 2012 - February 2016 · 3 yrs 3 mos
Bic Distributors, LLCBroker
March 2012 - October 2012 · 7 mos
Pacer Advisors, INC.
February 2012 - March 2012 · 1 mo
Pacer Financial, INC.Broker
October 2010 - March 2012 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2008 - October 2010 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2008 - October 2010 · 2 yrs 7 mos
State Registrations14 states
AZCACODCDEFLGAILMAMDMENJNYPA
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 Ryan - Financial Advisor | TrueAdvisor