Sean
Mcnally
Traveka Wealth, LLC
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About this Advisor
Sean Mcnally is a financial advisor based in Los Altos, California, working with Traveka Wealth, LLC. Sean has previously worked at Wells Fargo Bank Na, Wells Fargo Clearing Services LLC, United Capital, and Traveka Wealth, LLC. Sean has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Sean is part of Traveka Wealth, LLC, which is located in Los Altos, California. The firm has 6 employees and manages assets totaling $647.9 million. Traveka Wealth, LLC serves 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, and selection of other advisers. The fee structure at Traveka Wealth, LLC is asset-based.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Traveka Wealth, LLC Brokerage Details
$647,904,703
6
748
$866,183
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Sean Mcnally Work History
Traveka Wealth, LLC
United Capital
Wells Fargo Clearing Services LLC
Wells Fargo Bank Na
Disclosures
Please visit the SEC profile of Sean Mcnally 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 Traveka Wealth, LLC
Los Altos, CA
Los Altos, CA
Los Altos, CA
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