Sean Turner
Advisor at Masdevallia LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Sean Turner is the sole advisor at Masdevallia LLC in Youngstown, OH, holding a Series 65 designation with eight years of industry experience. He has worked at Masdevallia LLC since 2017 and concurrently holds a full-time position at Comcast. Masdevallia LLC offers portfolio management and financial planning services to individuals, high-net-worth clients, and business entities, tailoring investment policy statements to client goals and risk tolerance. The firm integrates registered insurance services with investment advisory work, employs a mix of index funds and various investment strategies including options, and provides regular reporting and disclosures to clients.
Expertise
Based on Masdevallia LLC
Options & derivatives strategies
Passive / index investing
Real estate investing
Life insurance needs analysis
Fee options
0.75% annually
Insurance product commissions paid by insurance companies, typically 50-105% of first year’s premiums, no fees charged to clients
Account minimum: $50,000
Location
Youngstown, OH
Most active in
Sean T has reported serving >5 clients in these states in the last 12 months.
Ohio · Washington
Work history
Masdevallia LLC
2017 - Present (9 years)
Comcast
2001 - Present (25 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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