Sean
Van Der Wal
Bordeaux Wealth Advisors
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About this Advisor
Sean Van Der Wal is a financial advisor based in Menlo Park, California, working with Bordeaux Wealth Advisors. Sean has previously held positions at Morgan Stanley, Morgan Stanley Private Bank, National Association, Charles Schwab & Co., Inc, Charles Schwab Bank, and Bordeaux Wealth Advisors. Sean has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Sean is part of Bordeaux Wealth Advisors, which operates out of Menlo Park, California. The firm has 3 offices and 35 employees. The firm manages assets totaling $4.4 billion 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, selection of other advisers, and other services. The fee structure at Bordeaux Wealth Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bordeaux Wealth Advisors Brokerage Details
$4,437,471,849
35
247
$17,965,473
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Sean Van Der Wal Work History
Bordeaux Wealth Advisors
Charles Schwab & Co., Inc
Charles Schwab Bank
Morgan Stanley Private Bank, National Association
Morgan Stanley
Morgan Stanley
Disclosures
Please visit the SEC profile of Sean Van Der Wal 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 Bordeaux Wealth Advisors
Menlo Park, CA
Kirkland, WA
Kirkland, WA
Menlo Park, CA
Menlo Park, CA
Menlo Park, CA
Chicago, IL
Menlo Park, CA
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