SG
Sean Greely
from Bernzott Capital Advisors
Sean Greely is a financial advisor based in California, Camarillo,
with 22 years of experience. Sean currently works for
Bernzott Capital Advisors.
Sean maintains a S65 license (Uniform Investment Adviser Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Sean Greely works at Bernzott Capital Advisors
Bernzott Capital Advisors is a financial advisory firm based in Camarillo, California. It currently has approximately $681,972,228 of assets under management and employs about 5 people. Bernzott Capital Advisors uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
4 years
Fee structure
and a percentage of assets under your management
Office location
1200 Paseo Camarillo, Suite 180, Camarillo, California, 93010
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