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SM

Sean P. Matthews

COREBRIDGE CAPITAL SERVICES
Woodland Hills, CA 91367
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CRD#: 2455847
SM

Professional summary


Sean Patrick Matthews is a registered financial professional currently at COREBRIDGE CAPITAL SERVICES, INC. located in Woodland Hills, California.

Sean is registered as a RR (Registered Representative) and started their career in finance in 1994. Sean has worked at 6 firms and has passed the Series 65, Series 63, 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 Patrick Matthews'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

October 7, 2014 - Present

COREBRIDGE CAPITAL SERVICES, INC.

Office #1: 21650 Oxnard Avenue Suite 750, Woodland Hills, CA 91367
BD
CRD#: 13158
Woodland Hills, CA
Past

November 15, 2010 - October 14, 2014

EQUITABLE DISTRIBUTORS, LLC

BD
CRD#: 25900
JERSEY CITY, NJ
Past

December 19, 2003 - November 16, 2010

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 5496
WELLESLEY HILLS, MA
Past

April 17, 2003 - December 16, 2003

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
ALPHARETTA, GA
Past

October 7, 1996 - December 16, 2003

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

January 3, 1995 - August 30, 1996

ARGENT SECURITIES, INC.

BD
CRD#: 15297
ATLANTA, GA
Past

March 17, 1994 - December 31, 1994

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
ST. LOUIS, MO

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
Alabama
(10/7/2014)
RR
Alaska
(10/20/2023)
RR
Arizona
(1/17/2023)
RR
Arkansas
(4/6/2021)
RR
California
(1/17/2023)
RR
Colorado
(10/20/2023)
RR
Connecticut
(10/20/2023)
RR
Delaware
(10/20/2023)
RR
District of Columbia
(10/20/2023)
RR
Florida
(10/7/2014)
RR
Georgia
(10/7/2014)
RR
Hawaii
(10/20/2023)
RR
Idaho
(10/20/2023)
RR
Illinois
(10/20/2023)
RR
Indiana
(10/20/2023)
RR
Iowa
(10/20/2023)
RR
Kansas
(10/20/2023)
RR
Kentucky
(10/20/2023)
RR
Louisiana
(4/6/2021)
RR
Maine
(10/20/2023)
RR
Maryland
(10/20/2023)
RR
Massachusetts
(10/20/2023)
RR
Michigan
(10/20/2023)
RR
Minnesota
(10/20/2023)
RR
Mississippi
(4/20/2021)
RR
Missouri
(10/20/2023)
RR
Montana
(10/20/2023)
RR
Nebraska
(10/20/2023)
RR
Nevada
(10/20/2023)
RR
New Hampshire
(10/20/2023)
RR
New Jersey
(10/20/2023)
RR
New Mexico
(10/20/2023)
RR
New York
(10/20/2023)
RR
North Carolina
(1/24/2018)
RR
North Dakota
(10/20/2023)
RR
Ohio
(10/20/2023)
RR
Oklahoma
(1/17/2023)
RR
Oregon
(10/20/2023)
RR
Pennsylvania
(10/20/2023)
RR
Rhode Island
(10/20/2023)
RR
South Carolina
(10/7/2014)
RR
South Dakota
(10/20/2023)
RR
Tennessee
(4/6/2021)
RR
Texas
(1/17/2023)
RR
Utah
(10/20/2023)
RR
Vermont
(10/20/2023)
RR
Virginia
(1/17/2023)
RR
Washington
(10/20/2023)
RR
West Virginia
(1/17/2023)
RR
Wisconsin
(10/20/2023)
RR
Wyoming
(10/20/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 5/27/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


CC
COREBRIDGE CAPITAL SERVICES, INC.
AIG CAPITAL SERVICES, INC. | SUNAMERICA CAPITAL SERVICES, INC. | INTEGRATED RESOURCES CAPITAL SERVICES, INC. | INTEGRATED CAPITAL SERVICES, INC. | COREBRIDGE CAPITAL SERVICES, INC. | AIG SUNAMERICA CAPITAL SERVICES, INC.

CRD#: 13158 / SEC#: , 8-28733

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


Main Address
30 Hudson Street 16th Floor, Jersey City, NJ 07302
Mailing Address
30 Hudson Street 16th Floor, Jersey City, NJ 07302
Phone number
(201) 324-6300
Established
Delaware since 11/05/1982
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (52 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
SUNAMERICA ASSET MANAGEMENT, LLC.SHAREHOLDER
BURNETTE, CYNTHIA LEACHIEF FINANCIAL OFFICER1863103
FORTEY, MICHAELCHIEF COMPLIANCE OFFICER2304969
NASTA, CHRISTINA MARIEPRESIDENT2736888

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information


COREBRIDGE CAPITAL SERVICES, INC.

CRD#: 13158Woodland Hills, CA 91367

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