Sean Donald Fellin

United Capital Financial Advisors

5 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

United Capital Financial Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

146 advisors

Number of Clients

22,832 clients

Average Client Portfolio

$754K average

Assets Under Management

$17.2B

Fee Structure

Minimum Investment:$500K

Location

1920 Mckinney Ave., Suite 700, Dallas, TX, 75201

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Sean is a Managing Director at Apexium Insurance Services since 2016, focusing on client acquisition and sales, and at Apexium Financial LP since 2022, focusing on investment advisory and financial planning. Both roles are investment-related and each take up a full-time commitment.