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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Rogers Wealth Management Services LLC 3 years, 1 month Aug 2016 - Present
Dynamic Wealth Advisors 2 years, 2 months Oct 2014 - Dec 2016
Culinary Concepts 1 year Apr 2010 - Apr 2011
Park Ave Securities 6 years, 4 months Jun 2008 - Oct 2014
Guardian 6 years, 4 months Jun 2008 - Oct 2014
Blue Line Painting 12 years, 10 months Mar 2003 - Jan 2016

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Sean Rogers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Sep 13, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Sep 13, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Sean Rogers, CFP®

Last updated on Sept. 6, 2019
    • $2.2M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 34
      Accounts
    • $64.5K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Subscription Fees
  • Fixed Fees
  • Other