Sean
Collins
Core Alpha, Inc
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About this Advisor
Sean Collins is a financial advisor based out of Rochester, New York who has 2 years of industry experience. Collins is on the advisory team at Core Alpha, Inc. Throughout their career, they have worked at Amsoil, American Emart, Sp Collins & Company, Core Alpha, Mutual Funds Associates, Core Alpha, Inc and Accu-Vest Planning, Inc. Collins maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in New York. Core Alpha, Inc is a financial advisory business operating out of Rochester, NY. It administers $73 million in assets under management between its 709 client accounts, making it one of the smaller investment advisory firms in the United States by assets under management. The advisory firm has a few services, such as financial planning services, portfolio management for individuals and small businesses and other services. Fees charged by financial advisors largely depend on which service is offered. However, fees charged by Core Alpha, Inc can consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Core Alpha, Inc Brokerage Details
$72,582,673
4
709
$102,373
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Sean Collins Work History
Sean has been registered as a financial advisor for 2 years.*
Sp Collins & Company
American Emart
Core Alpha
Core Alpha, Inc
Mutual Funds Associates
Core Alpha, Inc
Accu-Vest Planning, Inc
Amsoil
*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 Collins 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 Core Alpha, Inc
Rochester, NY
Rochester, NY
Rochester, NY
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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