Unclaimed Profile

Sean Michael Greely

BERNZOTT CAPITAL ADVISORS·BOSTON, Massachusetts

Clean recordBERNZOTT CAPITAL ADVISORS

55 SEAPORT BLVD, BOSTON, MA 02210CRD# 4416705Firm CRD# 104583

Profile Verification

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

Identity

Sean Michael Greely · BOSTON, MA

Registration

CRD #4416705 · BERNZOTT CAPITAL ADVISORS

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Sean Michael Greely is a registered financial advisor based in BOSTON, Massachusetts, affiliated with BERNZOTT CAPITAL ADVISORS. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Institutional Investors

Introduction

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Firm Overview

Firm

BERNZOTT CAPITAL ADVISORS

AUM

$311M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BERNZOTT CAPITAL ADVISORS →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4416705

Firm CRD# 104583

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sean Michael Greely offer?

Sean Michael Greely specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.

What are Sean Michael Greely's credentials?

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

Where is Sean Michael Greely located?

Sean Michael Greely is based in BOSTON, Massachusetts, working with BERNZOTT CAPITAL ADVISORS. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Sean Michael Greely charge for services?

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

How large is BERNZOTT CAPITAL ADVISORS?

BERNZOTT CAPITAL ADVISORS has approximately 4 employees and manages $311M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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