Sean Keenan
Advisor at Merrill
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.
Firm
Merrill
Location
Pasadena, CA 91101
Credentials
Series 63, Series 65
Industry experience
18 years
About
Sean Keenan is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the Corral Group. He has been in the financial services industry since 2007, beginning his career after earning a Bachelor’s degree from the University of California, Irvine. Sean joined Merrill Lynch Wealth Management in January 2019, following three years with Merrill Edge and eight years as an Investment Consultant at Scottrade.
Sean focuses on assisting clients by managing their wealth to meet individual needs through a comprehensive and personalized financial strategy. His expertise includes legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations.
Residing in Monrovia, CA with his wife and daughter, Sean enjoys camping, fishing, hiking, and spending time with his family. He is involved in community organizations such as Heal the Bay and CAP San Bernardino Food Bank.
Client services
Based on Merrill
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Wealth management
Retirement income strategy
General retirement planning
Demographic focus
Parents
Location
800 E Colorado Blvd
Pasadena, CA 91101
Most active in
Sean K has reported serving >5 clients in these states in the last 12 months.
California · Texas
Work history
Merrill
2015 - Present (11 years)
Bank Of America, N.a.
2015 - Present (11 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.
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.
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.
Is not active or affiliated with:
-
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.
-
Lawyer
They provide legal services, typically billed separately.
Joo Hong K
Series 63, Series 65
Los Angeles, CA
Solomon Investment Consulting, Inc.
Dominic W
Series 65
Los Angeles, CA
MDW Capital Management Corp.
Mark G
Series 63
Los Angeles, CA
Haleakala Investment Advisors
Nirav D
Series 65
Pasadena, CA
Qubera Wealth Management
Dirk H
CFP®, Series 63, Series 65
Los Angeles, CA
HFM Advisors
Mark G
Series 63, Series 65
Studio City, CA
Goldfarb Financial Management, LLC
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