Sean
Mccloskey
Fidelity Personal And Workplace Advisors
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About this Advisor
Sean Mccloskey is a financial advisor based in Roanoke, Texas, working with Fidelity Personal And Workplace Advisors. Sean has previously held positions at the Humane Society Of North Texas and Fidelity Brokerage Services LLC. Sean has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Sean is part of Fidelity Personal And Workplace Advisors, which operates out of Roanoke, Texas. The firm has 2,960 offices and 15,424 employees. The firm manages assets totaling $818.8 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, selection of other advisers, and educational seminars. The fee structure at Fidelity Personal And Workplace Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$818,776,100,963
15,424
1,991,043
$411,230
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
- Educational seminars/workshops
Sean Mccloskey Work History
Fidelity Brokerage Services LLC
Humane Society Of North Texas
Disclosures
Please visit the SEC profile of Sean Mccloskey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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