Sean E Teesdale

Employer firm

Captrust CRD 175112

$1.24T regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2014 → 09/2017
  M Holdings Securities, Inc.
  Portland, OR
• 02/2014 → 09/2017
  Legacy Advisors, Llc
  Plymouth Meeting, PA
• 09/2017 → 06/2025
  Capfinancial Securities Llc
  Raleigh, NC
• 09/2017 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC

Previous Registrations

• 2014-05-12 → 2017-12-19
  Legacy Advisors, Llc
  Plymouth Meeting, PA

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-05-05

Designations

• Chartered Financial Analyst

Other Names

• Sean E Teesdale
• Sean Elliott Teesdale