Sean
Teesdale

Captrust

CRD#4773643
Investment Advisor
in Doylestown, PA

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About this Advisor

Sean Teesdale is a chartered financial analyst based in Doylestown, Pennsylvania with 6 years of relevant experience. Teesdale is an employee of Captrust. Their career trajectory has included roles at Delaware Investments, M Holdings Securities, Inc, Legacy Advisors, LLC, Capfinancial Securities LLC and Capfinancial Partners LLC (Captrust). Teesdale has a Series 63 license, qualifying them as a securities agent, and is registered to work in New Jersey and Pennsylvania. Captrust is a registered investment company based in Raleigh, NC. The company has offices in 69 locations and a total of 1,338 employees. It administers $715 billion in assets under management between its 76,254 client accounts, making it one of the largest firms in the country by assets under management. The firm provides financial advice to 136 charities and foundations. Of its 76,254 client accounts, 33% belong to high-net-worth investors who have at least $1 million in investable assets. Captrust provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. Fees for financial advice usually are based on which services the firm provides the client. Fee types charged by Captrust can be comprised of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

6 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

1980 South Easton Road, Suite 210
Doylestown, PA 18901

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Captrust Brokerage Details

Total Assets Under Management

$714,587,898,072

PA Average: $3,625,019,099
Total Number of Employees

1,338

PA Average: 22
Total Number of Accounts

76,254

PA Average: 1,917
Average Account Size

$9,371,153

PA Average: $1,890,985

Investment Advisory Services

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

Sean Teesdale Work History

Sean has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Capfinancial Securities LLC

2017 - Present (7 years)

Capfinancial Partners LLC (Captrust)

2014 - 2017 (3 years)

M Holdings Securities, Inc

2014 - 2017 (3 years)

Legacy Advisors, LLC

2008 - 2013 (5 years)

Delaware Investments

*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 Teesdale 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 Captrust

Eric Benedict
Raleigh, NC
Christopher Riley
Wilmington, NC
Nicholas Mellone
Leesburg, VA
Vivian Houchens
Raleigh, NC
Edward Bock
Akron, OH
Adam Beers
Bethlehem, PA
Philip Henninger
Brentwood, TN
Michael Knowles
Raleigh, NC

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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