Sean Patrick Blatcher

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2024-12-07

Branch Locations

620 S Tryon St, Charlotte, NC 28255 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Charlotte	NC	01/2023	Present
Blackhawk Industrial	Spartanburg	SC	11/2020	12/2022
Nch Healthcare System	Naples	FL	12/2015	07/2020
Chedders Scratch Kitchen	Fort Myers	FL	01/2015	01/2018
Unemployed	Charlotte	NC	07/2020	11/2020
Florida Gulf Coast University	Fort Myers	FL	08/2011	12/2019

01/2023 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Charlotte, NC
11/2020 → 12/2022

Blackhawk Industrial

Spartanburg, SC
12/2015 → 07/2020

Nch Healthcare System

Naples, FL
01/2015 → 01/2018

Chedders Scratch Kitchen

Fort Myers, FL
07/2020 → 11/2020

Unemployed

Charlotte, NC
08/2011 → 12/2019

Florida Gulf Coast University

Fort Myers, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-12-06