Sean
Carder

Crown Capital Securities, L.P

CRD#6780608
Investment Advisor
in Chesterfield, MO

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About this Advisor

Sean Carder is a financial advisor based in Chesterfield, Missouri. Carder currently works for Crown Capital Securities, L.P. Over the course of their career, they have held roles at Scottrade, Endurix National Staffing, Maryville University, Dominos, Td Ameritrade, Inc, Wells Fargo Clearing Services, Wisconsin Physcian Solutions, Crown Capital Securities, Lp and Six Point Group. Carder has Series 66 and Series 63 licenses, designating them as a securities broker, and can serve investors in Missouri. Crown Capital Securities, L.P is an advisory company based out of Orange, CA. The firm has offices in 93 locations and a total of 164 advisors. It handles $1 billion in assets under management between its 5,654 client accounts, making it one of the bigger investment advisory firms in the United States by assets under management. The firm serves 27 charities and foundations. Of its 5,654 customer accounts, just 3% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The firm offers a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fee schedules largely are based on which services the firm provides the client. However, fees charged by Crown Capital Securities, L.P likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Series 63

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

14755 N Outer Forty Dr Suite 204
Chesterfield, MO 63017

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Crown Capital Securities, L.P Brokerage Details

Total Assets Under Management

$1,223,108,240

MO Average: $7,578,581,321
Total Number of Employees

164

MO Average: 43
Total Number of Accounts

5,654

MO Average: 3,727
Average Account Size

$216,326

MO Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Sean Carder Work History

Sean has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Crown Capital Securities, Lp

2023 - Present (1 year)

Six Point Group

2020 - 2022 (2 years)

Wells Fargo Clearing Services

2019 - 2020 (1 year)

Wisconsin Physcian Solutions

2018 - 2019 (1 year)

Td Ameritrade, Inc

2017 - 2018 (1 year)

Scottrade

2016 - 2016 (< 1 year)

Endurix National Staffing

2014 - 2014 (< 1 year)

Dominos

2012 - 2016 (4 years)

Maryville University

*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 Carder 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 Crown Capital Securities, L.P

Matthew Sessa
Lancaster, CA
William Hauenstein
Orange, CA
Evan Hayashi
Portland, OR
Lawrence Davis
Florence, AZ
Joseph Dipasquale
Glastonbury, CT
Austin Moherman
Costa Mesa, CA
Larry Michaels
Santa Ana, CA
Shawn Zell
Chesterfield, MO

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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