Advisor at Fiduciary Consulting Group
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
Fiduciary Consulting Group
Location
Greenwood Village, CO 80111
Credentials
CFA®, Series 63, Series 65
Industry experience
11 years
Sean Waters is a CFA® charterholder with 11 years of industry experience. He is currently with Morgan Stanley Institutional Investment Advisors LLC and has prior experience at Cook Street Consulting, Inc. where he worked for 20 years. Morgan Stanley Institutional Investment Advisors LLC’s Fiduciary Consulting Group provides customized fiduciary and investment consulting services to institutional clients, including retirement plans, corporate accounts, and charitable institutions. The firm offers both discretionary and non-discretionary advisory engagements, focusing on manager research and ongoing monitoring across a broad range of investment vehicles.
Based on Fiduciary Consulting Group
Generally, clients are billed a flat annual fee payable quarterly either in advance or in arrears; project-based fees are quoted on a case-by-case basis.
5299 Dtc Blvd., Suite 1000
Greenwood Village, CO 80111
Colorado · Texas
Morgan Stanley Institutional Investment Advisors LLC
2024 - Present (2 years)
Cook Street Consulting, Inc.
2023 - Present (3 years)
Cook Street Consulting, Inc.
2003 - 2023 (20 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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.
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:
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.
CFP®
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Skidmore Advisory Services, Inc.
CFP®, Series 65
Greenwood Village, CO
Sample Financial Solutions, LLC
CFP®, Series 66
Centennial, CO
Financial Solution Advisors Corp.
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