Sean
Manos

Steward Partners Investment Advisory, LLC

CRD#7086438
Investment Advisor
in Chesapeake, VA

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About this Advisor

Sean Manos is a financial advisor based in Chesapeake, Virginia, working with Steward Partners Investment Advisory, LLC. Sean has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Concursive Corporation, Eastern Virginia Medical School, Hampden-Sydney College, Tidewater Community College, Bank Of America, N.A, Lpl Financial, LLC, Private Advisor Group, LLC, Freedom Street Partners, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Steward Partners Global Advisory, LLC, Steward Partners Investment Solutions, LLC, and Steward Partners Investment Advisory, LLC. Sean has passed the Series 66 regulatory exam and is registered to provide services in Texas and Virginia. Currently, Sean is part of Steward Partners Investment Advisory, LLC, which operates out of Chesapeake, Virginia. The firm has 45 offices and 499 employees. The firm manages assets totaling $15.4 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, pension consulting services, selection of other advisers, and other services. The fee structure at Steward Partners Investment Advisory, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1214 Progressive Drive Suite 200
Chesapeake, VA 23320

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Steward Partners Investment Advisory, LLC Brokerage Details

Total Assets Under Management

$15,388,456,057

VA Average: $7,464,549,021
Total Number of Employees

499

VA Average: 88
Total Number of Accounts

30,287

VA Average: 3,892
Average Account Size

$508,088

VA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Sean Manos Work History

2024 - Present (1 year)

Steward Partners Global Advisory, LLC

2024 - Present (1 year)

Steward Partners Investment Solutions, LLC

2024 - Present (1 year)

Steward Partners Investment Advisory, LLC

2022 - 2024 (2 years)

Freedom Street Partners

2022 - 2024 (2 years)

Raymond James Financial Services, Inc

2022 - 2024 (2 years)

Raymond James Financial Services Advisors, Inc

2021 - 2022 (1 year)

Lpl Financial, LLC

2021 - 2022 (1 year)

Private Advisor Group, LLC

2019 - 2021 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - 2021 (2 years)

Bank Of America, N.A

2017 - 2019 (2 years)

Concursive Corporation

2016 - 2016 (< 1 year)

Eastern Virginia Medical School

2016 - 2018 (2 years)

Tidewater Community College

2012 - 2016 (4 years)

Hampden-Sydney College

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Disclosures

Please visit the SEC profile of Sean Manos 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 Steward Partners Investment Advisory, LLC

Larry Altman
Virginia Beach, VA
Corbin Briggs
New York, NY
Michelle Lauder
Manchester, NH
Hayden Gresham
New York, NY
Gregory Banasz
Washington, DC
Laureen Lynn
New York, NY
Michael Hoff
Baltimore, MD
Donald Brusca
Andover, MA

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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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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