AdvisorOS Directory
Claim Profile
SB

Sean Bracken

TRIDENT OS, LLC·MARSHFIELD, Massachusetts
Unclaimed Profile
892 PLAIN STREET, MARSHFIELD, MA 02050CRD# 4693704Firm CRD# 302054
01

About

Sean Bracken is a registered financial advisor based in MARSHFIELD, Massachusetts, affiliated with TRIDENT OS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
TRIDENT OS, LLC
TRIDENT OS, LLC
AUM
—
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at TRIDENT OS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4693704
Firm CRD# 302054
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MARSHFIELD?

Browse all registered financial advisors in MARSHFIELD, Massachusetts or claim this profile if it's yours.

Browse MARSHFIELD AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Sean Bracken offer?
Sean Bracken specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MARSHFIELD, Massachusetts for a consultation.
What are Sean Bracken's credentials?
Sean Bracken is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sean Bracken located?
Sean Bracken is based in MARSHFIELD, Massachusetts, working with TRIDENT OS, LLC. Their office serves clients in the MARSHFIELD metropolitan area and surrounding communities.
How does Sean Bracken charge for services?
Sean Bracken'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 TRIDENT OS, LLC?
TRIDENT OS, LLC has approximately 2 employees. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MARSHFIELD
Jesse Thompson Ellington — LTB WEALTH, LLCRichard Ros Davis — TRIDENT OS, LLCMichael Joseph Mcnamara — MCNAMARA FINANCIAL SERVICES, INC.Alyssa Mcnamara Reed — MCNAMARA FINANCIAL SERVICES, INC.James Frank Cantelupe — CANTELUPE CAPITAL LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile