Sean
Hite

Ae Wealth Management, LLC

CRD#6315086
Investment Advisor
in Honolulu, HI

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About this Advisor

Sean Hite is a financial advisor working in Honolulu, Hawaii, with 4 years of relevant experience. Hite is on the advisory team at Ae Wealth Management, LLC. Throughout their career, they have worked at Parkland Securities, LLC, E.A. Buck Insurance Dba E.A. Buck Financial Services, Brink Roofing, Madison Avenue Securities, LLC, Spc and Ae Wealth Management, LLC. Hite has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Hawaii and Texas. Ae Wealth Management, LLC is an advisory business based in Topeka, KS. It has offices in 450 locations and a total of 571 employees. It manages $19 billion in assets across its 160,475 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 71 charities and foundations. Of its 160,475 client accounts, just 3% are held by high-net-worth individuals who have more than $1 million in assets. Ae Wealth Management, LLC offers a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fee schedules depend on which services are provided. Fee types billed by Ae Wealth Management, LLC can be comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

55 Merchant St Suire 2100
Honolulu, HI 96825

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Ae Wealth Management, LLC Brokerage Details

Total Assets Under Management

$19,248,840,448

HI Average: $2,243,162,756
Total Number of Employees

571

HI Average: 44
Total Number of Accounts

160,475

HI Average: 4,091
Average Account Size

$119,949

HI Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Sean Hite Work History

Sean has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Madison Avenue Securities, LLC

2019 - Present (5 years)

Ae Wealth Management, LLC

2014 - Present (10 years)

E.A. Buck Insurance Dba E.A. Buck Financial Services

2015 - 2019 (4 years)

Spc

2014 - 2019 (5 years)

Parkland Securities, LLC

2013 - 2014 (1 year)

Brink Roofing

*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 Hite 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 Ae Wealth Management, LLC

Chelsea Mcgee
Oviedo, FL
Chad Ensign
Mesa, AZ
Shawn Mueller
Southfield, MI
Sean Hite
Honolulu, HI
Vincent Buttaro
Topeka, KS
Jacob Haynes
Platte City, MO
Sheila Snowdon
Winter Garden, FL
Ashley Robinson
Denver, CO

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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