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ST

Sean C. Twomey

CHAMPLAIN ADVISORS
CHRISTIANSTED TOWN, VI 00820
Some features on this profile are disabled
CRD#: 1192698
ST

Professional summary


Sean Christopher Twomey is a registered financial professional currently at CHAMPLAIN ADVISORS, LLC located in Christiansted Town, .

Sean is registered as a RR (Registered Representative) and started their career in finance in 1983. Sean has worked at 5 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Sean Christopher Twomey's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

March 30, 2004 - Present

CHAMPLAIN ADVISORS, LLC

Office #1: No. 7 King Street Unit 3-5 3rd Floor, Christiansted Town, VI, 00820
BD
CRD#: 129560
CHRISTIANSTED TOWN, VI
Past

November 14, 2003 - June 3, 2004

STOCK SECURITIES LLC

BD
CRD#: 32244
STAMFORD, CT
Past

December 4, 2001 - May 7, 2004

MALLORY CAPITAL GROUP, LLC

BD
CRD#: 108486
DARIEN, CT
Past

November 3, 2000 - December 10, 2001

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ
Past

September 21, 1983 - December 10, 2001

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
North Carolina
(5/18/2023)
RR
Virgin Islands
(4/19/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 1/22/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


CA
CHAMPLAIN ADVISORS, LLC
CHAMPLAIN ADVISORS, LLC

CRD#: 129560 / SEC#: , 8-66233

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information


Main Address
No. 7 King Street Unit 3-5 3rd Floor, Christiansted Town, VI, 00820
Mailing Address
P.o. Box 24290, Christiansted, VI 00824-0290
Phone number
(212) 686-7949
Established
Delaware since 05/01/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
CRIKELAIR, TERENCE MICHAELMEMBER, CHIEF COMPLIANCE OFFICER2804253
CRIKELAIR, ANDREA EVERSMEMBER3129406

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CHAMPLAIN ADVISORS, LLC

CRD#: 129560Christiansted Town, VI 00820

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