Sean Foote is a registered investment advisor, based in Tampa, FL, with 17 years of industry experience.
Location
100 S. Ashley Drive, Suite 830, Tampa, FL, 33602
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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 is a financial advisor with Concurrent Investment Advisors DBA Crownmark Wealth Advisors. He also provides fixed insurance advice, owns music publishing and production consulting businesses, is involved in real estate development and sales, serves on the board of SUNY New Paltz Foundation, and owns a technology company.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Concurrent Investment Advisors, LLC
Previous Registrations
Concurrent Investment Advisors, LLC
Morgan StanleyBroker
Morgan Stanley
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations23 states
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