Sean
Heney

Townsquare Capital, LLC

CRD#5733969
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Sean Heney is a financial advisor who works out of Scottsdale, Arizona with 1 year of industry experience. Heney currently works for Townsquare Capital, LLC. Over the course of their career, Heney has held roles at Vision Financial Management, Securities America, Cetera Advisor Networks LLC, Walnut Street Securities, Plancorp Inc, Lpl, Cedar Brook Financail Partners LLC, John Ertz, Northwestern Mutual Investment Services LLC, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Company, Massmutual Life Insurance Company, Mml Investors Services, Townsquare Capital, Dfpg Investments, LLC, Suncrest Advisors, The Leaders Group Inc and Northwestern Mutual Life Insurance Company. Heney holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Arizona. Townsquare Capital, LLC is a registered investment business that has its headquarters in Provo, UT. The investment advisory business has offices in 40 locations and a total of 89 employees. It oversees $6 billion in assets under management among its 28,608 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 60 charitable organizations. Of its 28,608 client accounts, just 9% belong to high-net-worth clients who have greater than $1 million in investable assets. The advisory firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors largely are based on which services are offered. Fee types billed by Townsquare Capital, LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Scottsdale, AZ

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Townsquare Capital, LLC Brokerage Details

Total Assets Under Management

$6,244,414,527

AZ Average: $693,624,108
Total Number of Employees

89

AZ Average: 12
Total Number of Accounts

28,608

AZ Average: 1,115
Average Account Size

$218,275

AZ Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Sean Heney Work History

Sean has been registered as a financial advisor for 1 years.*

2023 - Present (1 year)

The Leaders Group Inc

2022 - Present (2 years)

Townsquare Capital

2022 - Present (2 years)

Suncrest Advisors

2022 - 2023 (1 year)

Dfpg Investments, LLC

2017 - 2022 (5 years)

Massmutual Life Insurance Company

2017 - 2022 (5 years)

Mml Investors Services

2016 - 2017 (1 year)

Northwestern Mutual Investment Services, LLC

2016 - 2017 (1 year)

Northwestern Mutual Wealth Management Company

2016 - 2017 (1 year)

Northwestern Mutual Life Insurance Company

2015 - 2016 (1 year)

John Ertz

2015 - 2016 (1 year)

Northwestern Mutual Investment Services LLC

2015 - 2016 (1 year)

Northwestern Mutual Investment Services, LLC

2015 - 2016 (1 year)

Northwestern Mutual Wealth Management Company

2014 - 2014 (< 1 year)

Vision Financial Management

2014 - 2014 (< 1 year)

Lpl

2013 - 2014 (1 year)

Securities America

2013 - 2013 (< 1 year)

Cetera Advisor Networks LLC

2013 - 2014 (1 year)

Cedar Brook Financail Partners LLC

2009 - 2013 (4 years)

Walnut Street Securities

2009 - 2013 (4 years)

Plancorp Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Sean Heney to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Townsquare Capital, LLC

Tyson Walker
Provo, UT
Catherine White
Lehi, UT
Adam Graves
Aurora, CO
Staci Compagno
Provo, UT
Adam Mckell
Provo, UT
Monica Sonnier
Provo, UT
Frederick Harris
Provo, UT
Clark Kemsley
Cedar Park, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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