Sean
Stein
Buckman Advisory Group LLC
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About this Advisor
Sean Stein is a financial advisor based out of Boca Raton, Florida with a total of 7 years of industry experience. Stein is an employee of Buckman Advisory Group LLC. Stein has gained experience at Jhs Capital Advisors, Inc and Buckman, Buckman & Reid, Inc. Stein maintains a Series 63 license, qualifying them as a securities broker, and is registered to operate in Florida, New Jersey and Texas. Buckman Advisory Group LLC is a firm that has its headquarters in Little Silver, NJ. The company has a total of 17 advisors. It controls $204 million in total assets among its 851 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. The firm advises seven charities and foundations. Of its 851 client accounts, just 11% belong to high-net-worth clients who have more than $1 million in assets available to invest. Buckman Advisory Group LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and publication of newsletters. Fees charged by financial advisors depend on which service is provided. However, fees billed by Buckman Advisory Group LLC likely include some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Buckman Advisory Group LLC Brokerage Details
$203,746,534
17
851
$239,420
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
- Publication of periodicals or newsletters
Sean Stein Work History
Sean has been registered as a financial advisor for 7 years.*
Buckman, Buckman & Reid, Inc
Jhs Capital Advisors, Inc
*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 Stein 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 Buckman Advisory Group LLC
North Palm Beach, FL
Little Silver, NJ
Boca Raton, FL
Boca Raton, FL
Little Silver, NJ
Little Silver, NJ
Little Silver, NJ
Little Silver, NJ
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