Sean Speer is a registered investment advisor at Wells Fargo Advisors, based in Vero Beach, FL, with 7 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
3111 Cardinal Dr, 200 Fl 2, Vero Beach, FL, 32963
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sean has a 15% ownership stake in Indian River Private Wealth Management LLC and 100% ownership of IRPWM2 LLC, both investment-related. Sean dedicates full-time hours to each of these ventures.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
State Registrations30 states
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