Sean
Heney
Portside Wealth Group, LLC
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About this Advisor
Sean Heney is a financial advisor based in Scottsdale, Arizona, working with Portside Wealth Group, LLC. Sean has previously held positions at Vision Financial Management, Lpl, 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, Portside Wealth Group, and Northwestern Mutual Life Insurance Company. Sean has passed the Series 66 regulatory exam and is registered to provide services in Arizona and Texas. Currently, Sean is part of Portside Wealth Group, LLC, which operates out of Scottsdale, Arizona. The firm has 28 offices and 40 employees. The firm manages assets totaling $884.8 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Portside Wealth Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Portside Wealth Group, LLC Brokerage Details
$884,770,030
40
10,048
$88,054
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Sean Heney Work History
The Leaders Group Inc
Portside Wealth Group
Suncrest Advisors
Townsquare Capital
Dfpg Investments, LLC
Massmutual Life Insurance Company
Mml Investors Services
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Wealth Management Company
Northwestern Mutual Life Insurance Company
John Ertz
Northwestern Mutual Investment Services LLC
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Wealth Management Company
Vision Financial Management
Lpl
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 Portside Wealth Group, LLC
Burley, ID
Provo, UT
Denver, CO
Provo, UT
Scottsdale, AZ
Provo, UT
Aurora, CO
Provo, UT
The content in this profile was updated by SmartAsset on 6/19/2024. 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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