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Sean Andrew Rogers

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Sean Andrew Rogers

Sean Rogers, CFP®
PRESIDENT, CCO

Bonita Springs

FL

Contact Me
OverviewServicesFundsQualificationsArticlesLicensesAssetsFees

Overview

Description

Sean Rogers is an executive and is sole owner of Sean Rogers, CFP®, a $2M RIA based in Bonita Springs, FL. Sean has held an industry securities registration for 11 years and is subject to SEC oversight....

Information

  • other names
    N/A
  • Other Firms
    N/A
  • doing business as
    Sean Rogers, CFP®
  • type
    RIA

Location

9990 Coconut Road
Bonita Springs, FL 34135
(239) 204-5554...See More

Services

Advisor Services

There is no Services data available to display at this time.
Boeing Fee Settlement Highlights the High Bar for Large Plans
BrightScope Editorial

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Rogers Wealth Management Services LLC 3 years, 3 months 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

There are no insights for this advisor to display at this time.
Procter & Gamble Plans Competitive, But Exposure to Company Stock a Risk to Participants
BrightScope Editorial

Answers

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Advisor Links

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Oct 26, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Oct 26, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:
See Disclosure Details

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