Sean
Turner

Rwa Wealth Partners

CRD#7729432
Investment Advisor
in Boston, MA

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About this Advisor

Sean Turner is a financial advisor based in Boston, Massachusetts, working with Rwa Wealth Partners. Sean has previously held positions at Ropes Wealth Advisors LLC, Jp Morgan/Disys, U.S. Army, Virginia National Guard, Virginia Military Institute, and Ropes Wealth Advisors, A Division Of Rwa Wealth Partners, LLC. Sean has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts. Currently, Sean is part of Rwa Wealth Partners, which operates out of Boston, Massachusetts. The firm has 9 offices and 189 employees. The firm manages assets totaling $15.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The fee structure at Rwa Wealth Partners includes asset-based, hourly, and other fees.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Others

Office Location

Prudential Tower, 800 Boylston Street
Boston, MA 02199-3600

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Rwa Wealth Partners Brokerage Details

Total Assets Under Management

$15,423,271,608

MA Average: $16,012,751,954
Total Number of Employees

189

MA Average: 118
Total Number of Accounts

19,495

MA Average: 4,567
Average Account Size

$791,140

MA Average: $3,506,186

Investment Advisory Services

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

Sean Turner Work History

2023 - Present (1 year)

Ropes Wealth Advisors, A Division Of Rwa Wealth Partners, LLC

2022 - 2023 (1 year)

Ropes Wealth Advisors LLC

2022 - 2022 (< 1 year)

Jp Morgan/Disys

2016 - 2022 (6 years)

U.S. Army

2012 - 2016 (4 years)

Virginia National Guard

2011 - 2015 (4 years)

Virginia Military Institute

Disclosures

Please visit the SEC profile of Sean Turner 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 Rwa Wealth Partners

Dina Milne
Newton Center, MA
Paul Mankarious
Chicago, IL
John Leahy
Newton Center, MA
David Fontaine
Newton Center, MA
Timothy Mazanec
Newton Center, MA
David Mastroianni
Newton Center, MA
Stephen Johnson
Newton Center, MA
Andrew Busa
Newton Center, MA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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