Sean
Toohey

Alpine Private Wealth

CRD#7377414
Investment Advisor
in Saint Louis, MO

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About this Advisor

Sean Toohey is a financial advisor based in Saint Louis, Missouri, working with Alpine Private Wealth. Sean has previously held positions at Securian Financial Services Inc, Minnesota Life Insurance Co, Renaissance Financial Corp, Td Ameritrade, Saint Louis University, Prima Distribution, Omaha Country Club, Cetera Advisor Networks LLC, Cetera Investment Advisers LLC, and Alpine Private Wealth. Sean has passed the Series 66 regulatory exam and is registered to provide services in Missouri. Currently, Sean is part of Alpine Private Wealth, which operates out of Saint Louis, Missouri. The firm has 4 offices and 17 employees. The firm manages assets totaling $978.5 million 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 selection of other advisers. The fee structure at Alpine Private Wealth includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

190 Carondelet Plaza Suite 1300
Saint Louis, MO 63105

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Alpine Private Wealth Brokerage Details

Total Assets Under Management

$978,478,127

MO Average: $11,469,110,461
Total Number of Employees

17

MO Average: 458
Total Number of Accounts

268

MO Average: 33,415
Average Account Size

$3,651,038

MO Average: $343,232

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

Sean Toohey Work History

2024 - Present (0 year)

Alpine Private Wealth

2023 - Present (1 year)

Cetera Advisor Networks LLC

2023 - Present (1 year)

Cetera Investment Advisers LLC

2021 - 2023 (2 years)

Securian Financial Services Inc

2021 - 2023 (2 years)

Minnesota Life Insurance Co

2021 - 2023 (2 years)

Renaissance Financial Corp

2020 - 2021 (1 year)

Td Ameritrade

2019 - 2020 (1 year)

Saint Louis University

2019 - 2019 (< 1 year)

Prima Distribution

2012 - 2019 (7 years)

Omaha Country Club

Disclosures

Please visit the SEC profile of Sean Toohey 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 Alpine Private Wealth

Michael Stanton
Santa Rosa Beach, FL
Brett Rufkahr
Saint Louis, MO
Sean Toohey
Saint Louis, MO
Douglas Dawson
Inlet Beach, FL
Brian Yost
Saint Louis, MO
William Inabnet
Shreveport, LA

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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