Sean
Pendray
Merited Wealth, LLC
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About this Advisor
Sean Pendray is a financial advisor based in Miami Beach, Florida, working with Merited Wealth, LLC. Sean has previously held positions at Freedom Investors Corp, Pendray Financial Advisory, Mutual Trust Asset Management, Inc, Mutual Trust Company Of America Securities, and Merited Wealth, LLC. Sean has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida. Currently, Sean is part of Merited Wealth, LLC, which operates out of Miami Beach, Florida. The firm has 1 office and 3 employees. The firm manages assets totaling $105.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Merited Wealth, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Merited Wealth, LLC Brokerage Details
$105,711,182
3
337
$313,683
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Sean Pendray Work History
Merited Wealth, LLC
Pendray Financial Advisory
Mutual Trust Asset Management, Inc
Mutual Trust Company Of America Securities
Freedom Investors Corp
Disclosures
Please visit the SEC profile of Sean Pendray 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 Merited Wealth, LLC
Miami Beach, FL
Miami Beach, FL
Miami Beach, FL
Miami Beach, FL
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