Sean Patrick Collins
Investment adviser representative at Core Alpha, Inc.
22 yearsExperience
1 stateRegistered in
$146.1MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Sp Collins & CompanyJan 2013 to now
- American EmartJan 2012 to now
- Mutual Funds AssociatesJul 2006 to now
- Core Alpha, Inc.Jun 2006 to now
- Accu-vest Planning, Inc.Jun 2006 to now
- AmsoilJul 2004 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (NY).
Core Alpha, Inc.
$146.1MAssets managed
321Clients
3Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5010529
- Firm CRD
- 119635