Sean Carey
Sean Carey is a registered investment advisor at LPL Financial LLC, based in West Brentwood, NY, with 5 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
500 Express Drive So, Ste. 1, 1st Floor, West Brentwood, NY, 11717
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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 operates Blue Line Wealth Management as a DBA for his LPL business since 2020 and Woodbury Road Consulting Corp as another DBA for his LPL business since 2024, dedicating about a quarter of his time to the latter. Sean also works as an agent for William Penn and an Aflac broker, and performs bookkeeping for JB Greco & Associates.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations10 states
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