Advisor at Pine Valley Investments
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
Pine Valley Investments
Location
Fort Myers, FL
Credentials
Series 63, Series 65
Industry experience
21 years
Sean Murphy is a financial advisor with Pine Valley Investments in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at SunTrust Advisory Services and related SunTrust entities since 2013. Pine Valley Investments provides discretionary portfolio management, pension consulting, and advisory services to individuals, pension plans, charitable organizations, and business entities. The firm employs fundamental, technical, and quantitative analysis in tailored client portfolios and also serves other advisers through subadvisory arrangements, managing both pooled and private equity vehicles.
Based on Pine Valley Investments
Based on Pine Valley Investments
$0 - $2,000,000: 1.80% $2,000,001 - $20,000,000: 1.50% $20,000,001 - $100,000,000: 1.20% $100,000,001+: 1.00%
Certain supervised persons are registered representatives of a broker-dealer and receive commissions for selling brokerage products such as variable annuities, 529 plans, and mutual funds.
Account minimum: $500,000
Fort Myers, FL
Florida
SunTrust Advisory Services
2016 - Present (10 years)
Suntrust Investment Services, Inc
2013 - Present (13 years)
SUNTRUST BANK
2013 - Present (13 years)
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Is active or affiliated with:
Insurance agent
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Fund sponsor
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Is not active or affiliated with:
Broker-dealer / trader
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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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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.
Series 63, Series 66
Ft. Myers, FL
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CFP®, Series 63
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Series 65
Fort Myers, FL
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Series 66
Fort Myers, FL
Broaden Wealth LLC
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