Sean
Lennox

Antares Wealth

CRD#6445053
Investment Advisor
in Atlanta, GA

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About this Advisor

Sean Lennox is a certified financial planner and chartered financial consultant based out of Atlanta, Georgia with 3 years of industry experience. Lennox is currently employed by Antares Wealth. The advisor has gained experience at Rbm Financial, Davidson College, Goodwin Wright Agency, Northwestern Mutual Wealth Management Company, Lesesne Capital Management, Inc, Dba Oakbridge Partners, LTD, Antares Wealth Management, LLC and Homrich Berg. Lennox has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Georgia. Antares Wealth is a financial advisory firm that has its headquarters in Atlanta, GA. The investment advisory business has a total of nine people on staff. It controls $202 million in assets under management among its 155 client accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 155 accounts, 31% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Antares Wealth has a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules typically vary depending on the type of financial services provided. Fee types charged by Antares Wealth can include asset-based and hourly fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

3630 Peachtree Road, Ne Suite 940
Atlanta, GA 30326

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Antares Wealth Brokerage Details

Total Assets Under Management

$201,501,966

GA Average: $3,570,121,308
Total Number of Employees

9

GA Average: 58
Total Number of Accounts

155

GA Average: 1,608
Average Account Size

$1,300,013

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Sean Lennox Work History

Sean has been registered as a financial advisor for 3 years.*

2022 - Present (2 years)

Homrich Berg

2019 - Present (5 years)

Lesesne Capital Management, Inc, Dba Oakbridge Partners, LTD

2019 - Present (5 years)

Antares Wealth Management, LLC

2016 - 2018 (2 years)

Goodwin Wright Agency

2015 - 2016 (1 year)

Goodwin Wright Agency

2015 - 2019 (4 years)

Northwestern Mutual Wealth Management Company

2014 - 2015 (1 year)

Rbm Financial

2008 - 2014 (6 years)

Davidson College

*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 Lennox 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 Antares Wealth

Eric Toole
Atlanta, GA
Jennifer Storey
Atlanta, GA
Charles Downs
Atlanta, GA
William Cohen
Atlanta, GA
Sean Lennox
Atlanta, GA

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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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