Advisor at Elderrock Financial LLC
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Firm
Elderrock Financial LLC
Location
Everett, WA 98201
Credentials
Series 66
Industry experience
11 years
Sean George is a financial advisor at Elderrock Financial LLC with 11 years of industry experience. He holds a Series 66 license and has worked previously at Berknell Financial Group, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Edward Jones. Sean is involved in community and professional organizations, including the Rotary Club of Everett and the Everett Rotary Youth Foundation, where he serves as secretary. Elderrock Financial LLC provides portfolio management, financial planning, and consulting services to individual investors and sponsors of employer-sponsored retirement plans. The firm combines investment management with comprehensive planning, offering discretionary and non-discretionary account management, and works actively with pension and profit-sharing plan clients on ERISA fiduciary and non-fiduciary consulting.
Based on Elderrock Financial LLC
Below $250,000 - $250,000: 1.50% $250,000 - $1 million: 1.00% $1 million - $5 million: 0.80% $5 million - $10 million: 0.70% $10 million+: 0.60%
$200 per hour, negotiable
Account minimum: $0 (no minimum to open and maintain a managed account)
1812 Hewitt Ave. Ste 212
Everett, WA 98201
California · Washington
Elderrock Financial, LLC
2018 - Present (8 years)
Berknell Financial Group
2017 - 2018 (1 year)
Morgan Stanley Private Bank, N.A.
2016 - 2017 (1 year)
Morgan Stanley Smith Barney LlC
2016 - 2017 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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