Sean Patrick Heney
Investment adviser representative at Portside Wealth Group, LLC
10 yearsExperience
3 statesRegistered in
$1.4BFirm assets
3 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Portside Wealth Group, LLCApr 2023 to now
- The Leaders Group IncJan 2023 to now
- Suncrest AdvisorsFeb 2022 to now
- Townsquare CapitalFeb 2022 to Jun 2023
- Dfpg Investments, LLCFeb 2022 to Jan 2023
- MML Investors ServicesMay 2017 to Feb 2022
- Massmutual Life Insurance CompanyApr 2017 to Feb 2022
- Northwestern Mutual Wealth Management CompanyOct 2016 to Feb 2017
- Northwestern Mutual Investment Services, LLC.Sep 2016 to Feb 2017
- Northwestern Mutual Life Insurance CompanyMay 2016 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 3 states (AZ, OH, TX).
Portside Wealth Group, LLC
$1.4BAssets managed
6,475Clients
56Advisers
3 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
- 5733969
- Firm CRD
- 325175