Sean Bracey is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Brea, CA, with 15 years of industry experience. Sean is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
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Assets Under Management
Location
3 Pointe Drive, Ste 201, Brea, CA, 92821
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sean works as a tax preparer/enrolled agent for Bracey Tax & Investments and Montage Wealth Advisors, spending about a quarter of his time on tax preparation and planning. He also serves on the finance committee for Life Bible Fellowship Church, dedicating minimal time to this role.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations26 states
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Exams
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