Sean
Florentin
Orion Investment Co
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About this Advisor
Sean Florentin is a financial advisor operating out of Saint Louis, Missouri with 2 years of relevant experience. Florentin currently works for Orion Investment Co. Over the course of their career, Florentin has held roles at Orion Investment Company, Leave, Lazard Asset Managment and Oppenheimerfunds. Florentin has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Alabama, Florida, Georgia, Illinois, Missouri and Texas. Orion Investment Co is an advisory company based in Saint Louis, MO. It oversees $422 million in assets across its 539 customer accounts, making it one of the larger firms in the United States by assets under management. Of its 539 customer accounts, 57% belong to high-net-worth individuals who have at least $1 million in investable assets. Orion Investment Co offers portfolio management for individuals and small businesses. Fees for financial advisory services depend on which service is provided. However, fee types charged by Orion Investment Co typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Orion Investment Co Brokerage Details
$422,204,907
6
539
$783,312
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Sean Florentin Work History
Sean has been registered as a financial advisor for 2 years.*
Orion Investment Company
Leave
Lazard Asset Managment
Leave
Oppenheimerfunds
*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 Florentin 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 Orion Investment Co
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
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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