Sean L Foote

Current Employers

Employment History

• 04/2014 → 04/2025
  Morgan Stanley Wealth Management
  Atlanta, GA
• 01/2015 → 04/2025
  Morgan Stanley Private Bank, National Association
  New York, NY
• 04/2025 → Present
  Concurrent Investment Advisors, Llc
  Atlanta, GA
• 04/2025 → Present
  Purshe Kaplan Sterling
  Albany, NY
• 02/2020 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2014-04-04 → 2025-04-17
  Morgan Stanley
  Atlanta, GA
• 2025-03-31 → 2025-03-31
  Concurrent Investment Advisors, Llc
  Atlanta, GA
  Tampa, FL
• 2008-08-14 → 2014-04-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Alpharetta, GA

Other Businesses

1.) Concurrent Investment Advisors DBA Crownmark Wealth Advisors. Investment-Related. At Registered Location. RIA. Financial Advisor. 4/2025. 160. 160. Investment Advisor. 2.) Fixed Insurance. Investment - Related. At Registered Location. Fixed /Traditional. Agent. 4/2025. 1. 1. Provide Insurance Advice based on the needs of clients. 3.) S Foote Music Publishing. Not Investment - Related. 6114 Belair Lake Rd. Lithonia GA, 30038. Music Publishing. Owner. 10.1988. 0.0. A music affiliation to collect royalties for music production and songwriting. 4.) Nexx Wave Music LLC. Investment - Related; 300 Delaware Ave STE 210-A Wilmington, DE 19801. Music Production Consulting. Owner. 6/2018. 0. 1. Will provide Music Production Consulting for Artist Album Project. 5.) Paradise 131 Properties. Not Investment - Related. 6114 Belair Lake Rd. Lithonia, GA 30038. Real Estate Development. Managing Partner. 3/2017. 4. 0. Oversees Contractors. 6.) Paradise Properties Unlimited. Not Investment - Related. 6114 Belair Lake Rd. Lithonia, GA 30038. Real Estate Sales. Managing Partner. Oversee Property Manager 7.) SUNY New Paltz Foundation Not Investment - Related. 1 Hawk Dr New Paltz, New York 12561. Board of Directors. Board Member. 10/2023. 15. 0. I contribute to oversight of third-party investment management company. My role includes reviewing financial statements, assessing investment policies, and ensuring long-term financial sustainability to support the foundation's mission 8.) Legacy Suites. Not Investment - Related. 3790 El Camino Real #1121 Palo Alto, CA 94306. Technology. Owner. 3/2022.15. 0. Manage Marketing and Business Development11 9.) Moonlight Peak LLC. Not Investment - Related. 6114 Belair Lake Rd, Stonecrest, GA 30038. Real Estate. Member. 06/2026. 0. 0. No duties. Rental Real Estate 10.) Global Footeprint LLC. Not Investment Related. 6114 Belair Lake Rd. Lithonia, GA 30038, Owner/CEO. 10/28/2025. 0. 0. Real Estate Holding Company 11.) Plan Participant. Not Investment Related. 6114 Belair Lake Rd. Lithonia, GA 30038. Managing Partner. 11/3/2025. 5. 0. Development and Oversight of Ed Tech business. 12.) Foote & Co. Investment Related. 6114 Belair Lake Rd. Lithonia, GA 30038. Owner/CEO. 4/2/2025. 0. 0. LLC passthrough for entity ownership in Crownmark Wealth Advisors. 13.) CrownMark Wealth Holdings, LLC. Investment Related. 6 Concourse Pkwy, Atlanta, GA 30328. Less than1% of hours/month during business hours.

Exams

• S66 Uniform Combined State Law Examination
  2008-08-06

Other Names

• Sean Foote