Sean
Merlonghi

Lokken Investment Group, LLC

CRD#6146825
Investment Advisor
in Lewes, DE

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About this Advisor

Sean Merlonghi is a financial advisor working in Lewes, Delaware, who has 10 years in the industry. Merlonghi is an advisor for Lokken Investment Group, LLC. The advisor has gained experience at Enterprise Holdings, Edward Jones, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC and Lokken Investment Group, LLC. Merlonghi holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Delaware and Maryland. Lokken Investment Group, LLC is a financial advisory business based out of Lewes, Delaware. It administers $139 million in total assets between its 678 accounts, making it one of the mid-sized firms in the country by assets under management. The firm provides financial advice to five charitable organizations. Of its 678 customer accounts, 16% are associated with high-net-worth individuals who have more than $1 million in investable assets. Lokken Investment Group, LLC performs a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Fees charged by financial advisors depend on which services the firm provides the client. Fees charged by Lokken Investment Group, LLC most likely consist of some combination of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

1413 Savannah Road, Suite 4
Lewes, DE 19958

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Lokken Investment Group, LLC Brokerage Details

Total Assets Under Management

$139,297,966

DE Average: $20,326,190,483
Total Number of Employees

4

DE Average: 53
Total Number of Accounts

678

DE Average: 624
Average Account Size

$205,454

DE Average: $32,574,023

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles

Sean Merlonghi Work History

Sean has 10 years of experience.

2018 - Present (3 years)

Lokken Investment Group, LLC

2016 - 2018 (2 years)

Wells Fargo Clearing Services, LLC

2014 - 2016 (2 years)

Wells Fargo Advisors, LLC

2012 - 2013 (1 year)

Edward Jones

2010 - 2012 (2 years)

Enterprise Holdings

Disclosures

Sean Merlonghi has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lokken Investment Group, LLC

Sean Merlonghi
Lewes, DE
Jonathan Lokken
Lewes, DE
Carrie Ruark
Lewes, DE
Jessica Bimonte
Lewes, DE
Linda Lessey
Lewes, DE
Jay Middleton
Lewes, DE

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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