Advisor at Dakota Wealth, LLC
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Firm
Dakota Wealth, LLC
Location
Lewes, DE 19958
Credentials
CFP®, Series 66
Industry experience
12 years
Sean Merlonghi is a CFP® with 12 years of industry experience, currently serving as an advisor at Dakota Wealth, LLC. He has previously worked with Lokken Investment Group, LLC and Wells Fargo Clearing Services, LLC. Mr. Merlonghi is dually registered with Dakota Wealth and Lokken Investment Group on a temporary basis. Dakota Wealth Management offers investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, and business enterprises. The firm employs diversified, customized portfolio strategies using a range of investment vehicles and combines multiple research approaches while providing oversight of independent managers.
Based on Dakota Wealth, LLC
Based on Dakota Wealth, LLC
Fixed fees for financial planning and investment consulting services as stated above
$0+: Up to 2.00% annually based on various factors $0+: Additional 0.50% annually for Dynamic Growth strategy accounts $0+: 0.75% annually for held away accounts managed through Pontera Inc.
Fee-only: Fixed fees typically ranging from $5,000 to $25,000 for financial planning; $1,000 to $15,000 for investment consulting
1413 Savannah Rd, Ste4
Lewes, DE 19958
Delaware
Dakota Wealth, LLC
2025 - Present (1 year)
Lokken Investment Group, LLC
2018 - Present (8 years)
Wells Fargo Clearing
2014 - 2018 (4 years)
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Is 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.
Accountant / CPA / tax prep
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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.
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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