Sean Greaves
Sean Greaves is a registered investment advisor at Cetera Investment Advisers LLC, based in Wall, NJ, with 3 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
1800 Route 34, Bldg 2 Ste 201, Wall, NJ, 07719
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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 works as a salesperson for Mid Atlantic Benefit Strategies Fixed Insurance, dedicating a few hours per week. Sean also owns HTR Cards, a sports card and memorabilia business, spending about 10-20% of his time buying and selling online and at sports card shows.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations4 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.