Unclaimed Profile

Sean T Lamanna

MCF ADVISORS, LLC·COVINGTON, Kentucky

Clean record5 years registeredMCF ADVISORS, LLC

50 E. RIVERCENTER BLVD.,, COVINGTON, KY 41011CRD# 7320691Firm CRD# 130372

Profile Verification

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

Identity

Sean T Lamanna · COVINGTON, KY

Registration

CRD #7320691 · MCF ADVISORS, LLC · 5 years registered

Brand Profile

Not yet started

Career History

MCF ADVISORS, LLC

Dec 2020 – present

Registrations & Exams

Registration record

First registered · December 16, 2020

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MCF ADVISORS, LLC

CRD 130372 · SEC 801-62765

AUM

$2.9B

Regulatory assets under management

Employees

4,260 client accounts

Services offered by MCF ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MCF ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Sean T Lamanna offer?

Sean T Lamanna specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COVINGTON, Kentucky for a consultation.

What are Sean T Lamanna's credentials?

Sean T Lamanna is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sean T Lamanna located?

Sean T Lamanna is based in COVINGTON, Kentucky, working with MCF ADVISORS, LLC. Their office serves clients in the COVINGTON metropolitan area and surrounding communities.

How does Sean T Lamanna charge for services?

Sean T Lamanna's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MCF ADVISORS, LLC?

MCF ADVISORS, LLC has approximately 34 employees and manages $2.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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