Sean O'brien
Sean O'brien is a registered investment advisor at The Salvetti Group, based in Sacramento, CA, with 20 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 590 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Salvetti Group offers a wrap fee program where you pay a single annual fee that covers investment advice and transaction costs. The maximum annual fee is 2.00% of the value of your portfolio. The exact fee will be outlined in your advisory agreement. The fee is calculated monthly based on the average daily balance of your account and is deducted directly from your account. Fees are negotiable.
Location
3455 American River Dr., Suite A, Sacramento, CA, 95864
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2013Other Business ActivitiesSells Insurance
Sean owns rental real estate property since 2019, dedicating minimal time. He is also a passive investor in Streamline Software. Sean is a volunteer board member at Salvation Army, dedicating minimal time. Sean is also a licensed insurance agent since 2007, dedicating minimal time.
Employment History
Current Registrations
The Salvetti Group
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.