Sean Roberts

Advisor at Fidelity

Updated today
Fidelity logo

Firm

Fidelity

Location

Fulshear, TX

Credentials

CFP®, Series 66

Industry experience

13 years

About

Sean Roberts is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2019, progressing through roles including Financial Consultant, Investment Consultant, and Relationship Manager. Prior to joining Fidelity, Sean worked as a Financial Advisor at Roberts Wealth Management, Link Investment Services, and Edward Jones from 2013 to 2019.

Sean partners with clients to customize, build, and execute financial plans tailored to their unique needs. He holds an Arkansas Insurance License, which supports his work in providing comprehensive financial advice. Outside of his professional role, Sean enjoys fishing, football, outdoor adventures, parenthood, reading, and traveling.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

Wealth management

Work history

Fidelity Investments

2025 - Present (1 year)

FIDELITY Brokerage Services LLC

2019 - Present (7 years)

Roberts Wealth Management

2019 - 2019 (1 year)

AE Wealth Management, LLC

2019 - 2019 (1 year)

Lpl Financial LLC

2018 - 2019 (1 year)

INVEST Financial Corp

2015 - 2018 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Gabriel T

Series 66

Sugar Land, TX

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management Military & Veterans

Richard R

Series 63, Series 66

Richmond, TX

Fidelity

Richard Ragoobar is a Financial Consultant at Fidelity Investments, where he works closely with clients to understand their financial goals and needs. He leverages Fidelity's resources to help clients develop and co-create comprehensive financial plans aimed at providing confidence throughout various life stages. His professional experience includes roles as a Financial Consultant and Investment Consultant at Fidelity Investments since 2022, and prior to that, he was a Private Client Banker at JP Morgan Chase from 2009 to 2022. Richard holds a California Insurance License. Outside of his professional work, Richard has personal interests in cars, fitness, music, pets, and soccer.

General retirement planning Wealth management Cash flow / budgeting

Ben R

Series 63, Series 66

Katy, TX

Fidelity

Ben Rickhuss is a Planning Consultant at Fidelity Investments, where he focuses on developing engagement strategies tailored to the unique planning needs of each client. In his current role, he provides first-class service and acts as a local point of contact for clients. Ben has been with Fidelity Investments since 2017, gaining experience in multiple roles including Financial Representative and Relationship Manager before becoming a Planning Consultant in 2021. This progression reflects his growing expertise in client relationship management and financial planning. Specific details regarding his education, credentials, personal interests, or community involvement have not been provided.

Financial Professional

Joseph L

Series 66

Rosenberg, TX

Fidelity

Joe LeBrane is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2022. Prior to this role, he worked as an Investment Consultant at Fidelity from 2020 to 2022. Joe's professional background includes experience as a Financial Advisor and Financial Planning Specialist at Morgan Stanley from 2015 to 2020, as well as a Financial Services Representative at Hancock Whitney Bank from 2013 to 2015. Joe is committed to thoughtful financial planning and providing clear guidance to his clients. He aims to build relationships based on integrity and to support clients as they work toward their financial goals. Outside of his professional work, Joe enjoys fitness, food, golf, parenthood, tennis, and traveling.

Wealth management Passive / index investing Retirement income strategy Income planning Financial Professional Parents

Jonathan B

Series 63, Series 66

Katy, TX

Fidelity

Jonathan Bui is a Financial Consultant at Fidelity Investments, where he works closely with clients to understand their situations and needs. He focuses on developing holistic financial plans that help clients work towards their goals. He has held several roles at Fidelity Investments since 2021, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. This experience has contributed to his expertise in client relationship management and financial planning. Outside of his professional work, Jonathan has personal interests in board games, football, golf, and parenthood.

Parents

Olivia W

Series 66

Katy, TX

Edward Jones

Military & Veterans Oil & Gas LGBTQIA Young Professionals Women Professionals
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