Sean Tully
Sean Tully is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Newton, MA, with 3 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2345 Washington Street, Suite 101, Newton, MA, 02462
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 part-time as a desk clerk for Harp Services since 2016, dedicating minimal time. He is also an associate/employee at North Atlantic Investment Partners, llc., spending about half of his time there.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations34 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.