Sean Phillip Bracey

Current Employers

Employment History

• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 05/2016 → 06/2023
  Bracey Tax & Financial Services
  La Mirada, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

(1) NAME OF OTHER BUSINESS: BRACEY TAX & INVESTMENTS, INVESTMENT RELATED: YES, ADDRESS: 15707 IMPERIAL HWY LA MIRADA, CA 90838, NATURE OF BUSINESS: TAX PREPARATION SERVICES, POSITION/TITLE/RELATIONSHIP: TAX PREPARER/ENROLLED AGENT, START DATE: 01/2011, APPROX NUMBER OF HOURS PER MONTH: 40, BRIEF DESCRIPTION OF DUTIES: TAX PREPARATION; (2) NAME OF OTHER BUSINESS: MONTAGE WEALTH ADVISORS ; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 5/2023; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; (3) NAME OF OTHER BUSINESS: MONTAGE WEALTH ADVISORS INVESTMENT RELATED: YES; ADDRESS: THREE POINT DR SUITE 201 BREA, CA 92821; NATURE OF BUSINESS: TAX PREPARATION AND PLANNING; START DATE: 06/2023; POSITION/TITLE/RELATIONSHIP: TAX PREPARER/ENROLLED AGENT; APX NUMBER OF HOURS PER WEEK: 8; APX NUMBER OF HOURS DURING TRADING HOURS: 8; BRIEF DESCRIPTION OF DUTIES: PROVIDE TAX PLANNING AND TAX PREPARATION SERVICES; (4) NAME OF OTHER BUSINESS: LIFE BIBLE FELLOWSHIP CHURCH; INVESTMENT RELATED: NO; ADDRESS: 2426 N EUCLID AVE UPLAND, CA 91784; NATURE OF BUSINESS: RELIGIOUS ORGANIZATION; START DATE: 06/2024; POSITION/TITLE/RELATIONSHIP: FINANCE COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: REVIEW BUDGET MONTHLY, ROVIDE FEEDBACK TO THE CHURCH BUSINESS DIRECTOR AND ELDER BOARD;

Exams

• S66 Uniform Combined State Law Examination
  2010-11-16

Designations

Other Names

• Sean Bracey