Sean Telford
Investment adviser representative at Uti Investments America Limited
13 yearsExperience
1 stateRegistered in
$0Firm assets
2 yearsFirm in business
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Contact this firm
From SEC records
Firm's SEC record (opens in a new tab)How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Foreside Fund Services, LLCJan 2026 to now
- Uti Investments America LimitedAug 2025 to now
- Eagle Point Securities LLCJan 2024 to May 2025
- Wealthforge SecuritiesMar 2023 to Mar 2024
- Eagle Point Credit ManagementMar 2023 to Jan 2024
- Amg FundsNov 2019 to Mar 2023
- Fdm GroupJul 2019 to Nov 2019
- T3 Trading Group, LLCJun 2018 to Jul 2019
- University of VirginiaAug 2016 to May 2018
- Bodos BagelsOct 2013 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
Uti Investments America Limited
$0Assets managed
0Clients
2Advisers
2 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
- 6976351
- Firm CRD
- 330110