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 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
Firm Size
IM Fee
Assets Under Management
Location
3 Pointe Drive, Ste 201, Brea, CA, 92821
Get directionsHistory
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 Activities
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 Registrations22 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.