SB
CFA
SB
CFA

Sean Beznicki

7 Years of Experience
Vienna, VA
Broker

Sean Beznicki is a CFA-designated registered investment advisor at Cetera Investment Advisers LLC, based in Vienna, VA, with 7 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

8391 Old Courthouse Rd Ste 203, Vienna, VA, 22182

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Sean is the Director of Investments at VLP Financial Advisors since 2022, leading the investment research team and managing portfolio management software. This role, which is investment-related, takes up a full-time commitment.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
December 2022 - Present · 3 yrs 5 mos
Previous Registrations
Cetera Advisor Networks LLC
May 2023 - June 2023 · 1 mo
Glassman Wealth Services, LLC
March 2020 - July 2022 · 2 yrs 4 mos
Artemis Financial Advisors
September 2018 - March 2020 · 1 yr 6 mos
State Registrations1 state
VA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Sean Beznicki - Financial Advisor | TrueAdvisor