Sean
Heney

Portside Wealth Group, LLC

CRD#5733969
Investment Advisor
in Scottsdale, AZ

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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

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Scottsdale, AZ

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Portside Wealth Group, LLC Brokerage Details

Total Assets Under Management

$884,770,030

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

40

AZ Average: 12
Total Number of Accounts

10,048

AZ Average: 1,115
Average Account Size

$88,054

AZ Average: $622,084

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

2023 - Present (1 year)

The Leaders Group Inc

2023 - Present (1 year)

Portside Wealth Group

2022 - Present (2 years)

Suncrest Advisors

2022 - 2023 (1 year)

Townsquare Capital

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

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

Frederick Harris
Denver, CO
Sean Heney
Scottsdale, AZ
Kyler Redder
Burley, ID
Catherine White
Provo, UT
William Snider
Provo, UT
Christopher Cox
Provo, UT
Adam Mckell
Riverside, CA
Adam Graves
Aurora, CO

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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