Sean Thomas Cole
Investment adviser representative at Green Ridge Wealth Planning LLC
10 yearsExperience
2 statesRegistered in
$389.6MFirm assets
5 yearsFirm in business
Are you Sean Thomas Cole? Claim your profile
Contact this firm
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
- Pension consulting
Experience
10 years in the industry.
- Green Ridge Wealth Planning LLCNov 2021 to now
- During This Period, I Was Doing Extensive ResearchMay 2021 to Nov 2021
- Amerisave Mortgage CorporationSep 2020 to May 2021
- College StudentSep 2016 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (NH, NJ).
Green Ridge Wealth Planning LLC
$389.6MAssets managed
302Clients
5Advisers
5 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
- 7770761
- Firm CRD
- 304236