Sean Somerville is a registered investment advisor, based in Tampa, FL, with 17 years of industry experience.
Location
3030 North Rocky Point Drive West, Suite 700, Tampa, FL, 33607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sean is the owner of Somerville Investments, a DBA providing investment management and comprehensive financial planning services since 2019. He dedicates full-time hours to managing client portfolios, developing financial plans, and collaborating with other professionals.
Employment History
Current Registrations
Ifp Securities, LLC
Ifp Securities, LLCBroker
Independent Financial Partners
Previous Registrations
Realta Equities, INC.Broker
Realta Investment Advisors, INC
Morgan Stanley
Morgan StanleyBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
State Registrations5 states
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.