SEAN K CHAN is an investment adviser representative (IAR) with state registration records since 2017, appearing at 4 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2021-09-09 | 2025-03-31 | — |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2021-01-04 | 2021-08-18 | — |
| GOLDMAN SACHS WEALTH SERVICES, L.P. | 2017-08-11 | 2021-01-06 | — |