Sean
Richardson
Allstreet Capital LLC
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About this Advisor
Sean Richardson is a financial advisor based in Los Angeles, California who has 7 years of relevant experience. Richardson is an advisor for Allstreet Capital LLC. During their career, Richardson has held roles at Morgan Stanley & Co. Inc, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association and Allstreet Capital LLC. Richardson has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in California and Texas. Allstreet Capital LLC is a financial advisory firm that has its headquarters in Los Angeles, CA. The firm has just three financial advisors. It has $180 million in total assets among its 448 client accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 448 customer accounts, 87% belong to high-net-worth clients who have more than $1 million in assets. The company provides portfolio management for individuals and small businesses. Fees charged by financial advisors largely depend on the type of services provided. Fees charged by Allstreet Capital LLC can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Allstreet Capital LLC Brokerage Details
$180,000,000
3
448
$401,786
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Sean Richardson Work History
Sean has been registered as a financial advisor for 7 years.*
Allstreet Capital LLC
Morgan Stanley Private Bank, National Association
Morgan Stanley & Co. Inc
Morgan Stanley Smith Barney
*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 Richardson 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 Allstreet Capital LLC
Louisville, KY
Los Angeles, CA
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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