Sean Hantes
Sean Hantes is a registered investment advisor at The Pitti Group Wealth Management, LLC, based in Victor, NY, with 8 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 583 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Pitti Group charges an annual fee based on the value of your portfolio, ranging from 0.50% to 1.50%. The exact fee depends on the complexity of your situation, the amount you invest, and your overall relationship with The Pitti Group. Fees are paid quarterly, in advance. The more assets you have with The Pitti Group, the lower your fee may be. The Pitti Group includes normal securities transaction fees as part of its overall investment advisory fee through the Pitti Group Wrap Fee Program.
Location
590 Fishers Station Drive, Suite 110, Victor, NY, 14564
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sean is a licensed insurance agent involved in insurance sales and implementation of insurance recommendations. This activity takes minimal time.
Employment History
Current Registrations
The Pitti Group Wealth Management, LLC
Previous Registrations
Vanderbilt Advisory Services
Vanderbilt Securities, LLCBroker
Cadaret, Grant & CO., INC.Broker
Cadaret Grant & CO INC
Edward Jones
Edward JonesBroker
State Registrations1 state
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.