Sean Robert Cooney
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 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
11 years in the industry.
- Cetera Investment Advisers LLCAug 2023 to now
- Cetera Wealth Services, LLCAug 2023 to now
- Renaissance Financial CorpJun 2020 to now
- Minnesota Life Insurance CompanyJul 2020 to Aug 2023
- Securian Financial ServicesJun 2020 to Aug 2023
- UnemployedJan 2020 to May 2020
- Wells Fargo Clearing Services, LLCMay 2019 to Jan 2020
- Wells Fargo AdvisorsMay 2018 to Aug 2018
- Commit 2 CleanMay 2017 to Aug 2017
- Southeast Missouri State UniversityAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 6972802
- Firm CRD
- 105644