Advisor at Brandon Hill Wealth Management, LLC
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Firm
Brandon Hill Wealth Management, LLC
Location
Katonah, NY
Credentials
Series 63, Series 66
Industry experience
39 years
Sean Whelan is a financial advisor at Brandon Hill Wealth Management, LLC with 39 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Societe Generale and SG Americas Securities, LLC. Brandon Hill Wealth Management provides wealth and investment management services to individuals, high net worth individuals, and families. The firm employs a blend of fundamental and technical analysis, asset allocation, and third-party research to develop client-specific investment policies, managing portfolios that include stocks, bonds, ETFs, mutual funds, MLPs, and limited options usage.
0.50% of assets under management per annum
Account minimum: $500,000
Katonah, NY
New York
Brandon Hill Wealth Management, LLC
2021 - Present (5 years)
Societe Generale
2020 - 2021 (1 year)
SG Americas Securities, LLC
2015 - 2021 (6 years)
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