Unclaimed Profile

Sean Michael Greely

BERNZOTT CAPITAL ADVISORS·BOSTON, Massachusetts

Series 65Clean record23 years registeredBERNZOTT 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 · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BERNZOTT CAPITAL ADVISORS

BERNZOTT CAPITAL ADVISORS

Dec 2020 – Aug 2023

CAMARILLO, CA

HILLMAN CAPITAL MANAGEMENT INC

Sep 2002 – Jan 2007

BETHESDA, MD

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 26, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BERNZOTT CAPITAL ADVISORS

CRD 104583 · SEC 801-56940

AUM

$311M

Regulatory assets under management

Employees

375 client accounts

Services offered by BERNZOTT CAPITAL ADVISORS

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at BERNZOTT CAPITAL ADVISORS →

Introduction

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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.

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, last registered with BERNZOTT CAPITAL ADVISORS.

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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