Unclaimed Profile

Sean Michael Dacey

VINTAGE WEST CAPITAL MANAGEMENT, LLC·CARDIFF BY THE SEA, California

SIE, Series 7, Series 66Clean record11 years registeredVINTAGE WEST CAPITAL MANAGEMENT, LLC

160 CHESTERFIELD DRIVE, CARDIFF BY THE SEA, CA 92007CRD# 6223934Firm CRD# 170186

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sean Michael Dacey · CARDIFF BY THE SEA, CA

Registration

CRD #6223934 · VINTAGE WEST CAPITAL MANAGEMENT, LLC · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VINTAGE WEST CAPITAL MANAGEMENT, LLC

VINTAGE WEST CAPITAL MANAGEMENT

Feb 2015 – Sep 2021

SAN DIEGO, CA

WASHINGTON WEALTH MANAGEMENT

Jan 2015 – Feb 2015

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · January 27, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VINTAGE WEST CAPITAL MANAGEMENT, LLC

CRD 170186 · SEC 801-79048

AUM

$330M

Regulatory assets under management

Employees

377 client accounts

Services offered by VINTAGE WEST CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VINTAGE WEST CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Sean Michael Dacey offer?

Sean Michael Dacey specializes in Financial Planning, Investment Management.

What are Sean Michael Dacey's credentials?

Sean Michael Dacey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sean Michael Dacey located?

Sean Michael Dacey is based in CARDIFF BY THE SEA, California, last registered with VINTAGE WEST CAPITAL MANAGEMENT, LLC.

How does Sean Michael Dacey charge for services?

Sean Michael Dacey's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VINTAGE WEST CAPITAL MANAGEMENT, LLC?

VINTAGE WEST CAPITAL MANAGEMENT, LLC has approximately 2 employees and manages $330M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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Other Advisors at VINTAGE WEST CAPITAL MANAGEMENT, LLC

William Eric Blanton

CARDIFF BY THE SEA, CA

Browse by Specialty

Investment Management Retirement Planning Wealth Management Financial Planning Fee-Only Advisory Financial Education

Nearby cities in California

SAN FRANCISCO (951)LOS ANGELES (679)SAN DIEGO (421)NEWPORT BEACH (277)IRVINE (191)PASADENA (130)WALNUT CREEK (121)SANTA MONICA (118)SANTA BARBARA (103)LA JOLLA (100)

City Guides

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Research

Advisor Fees in California National Fee Analysis

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