Sean Cooneyolson (CRD# 6381493) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in New York, NY and has over 9 years of experience in the finance industry.
CRD# 5837317
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6073230
Citigroup Global Markets Inc.
CRD# 5414137
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Maxim Financial Advisors | New York, NY | Aug 2018 - Current | 5 |
| Maxim Group LLC | New York, NY | May 2018 - Current | 6 |
| Laidlaw And Company | New York, NY | Sep 2014 - May 2018 | 3 |
| Ursinus College | Collegeville, PA | Aug 2010 - Jul 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2018 |
| S63 | Uniform Securities State Law Examination | Feb 2015 |
- NY
-
Total Assets Under Management371MILLIONS
-
Total Number of Accounts754ACCOUNTS
-
Average Account Value$492,260
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, HI, IL, MA, MD, MI, MN, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA
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