Sean Patrick Cook

Employer firm

Hb Wealth CRD 316731

$30.2B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• 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

• 06/1998 → 12/2019
  Cedar Rowe Partners
  Atlanta, GA
• 01/2020 → Present
  Homrich Berg
  Atlanta, GA

Previous Registrations

• 2020-01-02 → 2021-11-21
  Homrich Berg
  Atlanta, GA
• 2006-02-03 → 2020-01-02
  Cedar Rowe Partners
  Norcross, GA
  Norcross, GA
  Atlanta, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-02-13

Other Names

• Sean Cook