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Sean Alan Hussey
Portfolio Manager-Equities at Harborview Advisors LLC
Network origin in Sean Alan Hussey first degree
Entity | Entity type | Industry | |
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Ameriprise Financial Services LLC
![]() Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments.
35
| Subsidiary | Investment Banks/Brokers | 35 |
Harborview Advisors LLC
![]() Harborview Advisors LLC Investment ManagersFinance Part of Harborview Investments LLC, Harborview Advisors LLC is a wealth management company based in Portland, ME. Harborview Advisors offers financial planning and portfolio management services to help clients achieve their investment goals. The company's team of experienced finance professionals provides unbiased recommendations and impartial guidance to clients. Harborview Advisors' approach involves clarifying their fee structure, analyzing clients' goals, and recommending an investment strategy designed to meet their risk tolerance. The company's website also offers a form to get started on an investment plan and a downloadable form CRS. The company was founded in 2004 by David Stefansky.
1
| Subsidiary | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Sean Alan Hussey via their personal network
Company | Sector | Related people | Main position |
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Stephens, Inc.
![]() Stephens, Inc. Investment Banks/BrokersFinance Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad. | Investment Banks/Brokers | Analyst-Equity | |
UBS Financial Services, Inc.
![]() UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
SunAmerica Asset Management LLC
![]() SunAmerica Asset Management LLC Investment ManagersFinance SunAmerica Asset Management LLC (SAAMCo) is a registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. The firm was founded in 1982 and is a wholly-owned subsidiary of American General Life Insurance Co., ultimately owned by American International Group, Inc. (NYSE: AIG). SAAMCo offers investment management and advisory services to open-end US registered investment companies and to an offshore, wholly-owned subsidiaries of a certain registered fund. They also offer model portfolios in connection with wrap programs known as unified managed account (UMA) wrap programs. | Investment Managers | Portfolio Manager-Equities | |
Parsons Capital Management, Inc.
![]() Parsons Capital Management, Inc. Investment ManagersFinance Parsons Capital Management, Inc. (PCM) is a SEC-registered investment advisor and wealth management firm headquartered in Providence, Rhode Island. The firm was founded by Bob Parsons and Ged Parsons in 1993 and is principally owned by PCM Holdings, Inc. PCM provides investment management services to high net-worth individuals, qualified retirement plans, corporate pension and profit-sharing plans, charitable institutions, endowments, trusts, estates, foundations, and corporations. | Investment Managers | Portfolio Manager-Equities | |
Howe & Rusling, Inc.
![]() Howe & Rusling, Inc. Investment ManagersFinance Howe & Rusling, Inc. is an independent, SEC-registered investment advisor headquartered in Rochester, New York. Founded in 1930, the firm provides investment management services to individuals, retirement plans, corporations, not-for-profit organizations, and self-insurance trusts. | Investment Managers | Corporate Officer/Principal | |
Truist Securities, Inc.
![]() Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
Cantella & Co., Inc.
![]() Cantella & Co., Inc. Investment Banks/BrokersFinance Cantella & Co., Inc. operates as an independent broker or dealer and SEC registered investment advisor. It develops investment portfolios and strategies for individuals, families, and business owners. The company was founded by Vincent Cantella in 1952 and is headquartered in Boston, MA. | Investment Banks/Brokers | Corporate Officer/Principal | |
First Allied Securities, Inc.
![]() First Allied Securities, Inc. Investment Banks/BrokersFinance Founded in 1993, First Allied Securities, Inc. is an independent, SEC-registered broker/dealer headquartered in San Diego, California. The firm is a member of FINRA, the NASD and the SIPC. First Allied Securities Inc. was previously a subsidiary of Advanced Equities Financial Corp. In April 2006, Advanced Equities Financial Corp. acquired First Financial Planners and merged it with First Allied Securities. In 2008, the firm acquired First Montauk Securities Corp. from First Montauk Financial Corp. In 2011, Lovell Minnick Partners LLC and the management team of First Allied Advisory Services acquired the firm from Advanced Equities Financial Corp. First Allied Securities is affiliated with First Allied Advisory Services, Inc., a registered investment advisor. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Corporate Officer/Principal | |
Canterbury Consulting, Inc.
![]() Canterbury Consulting, Inc. Investment ManagersFinance Canterbury Consulting, Inc. provides investment advisory services. Its services include institutional advisory, outsourced and discretionary management and wealth management. The company was founded by Robinson Cluck in 1998 and is headquartered in Newport Beach, CA. | Investment Managers | Corporate Officer/Principal | |
HSBC Securities (USA), Inc.
![]() HSBC Securities (USA), Inc. Regional BanksFinance Founded in 1969, HSBC Securities (U.S.A.) Inc. is an SEC-registered brokerage firm and registered futures commission merchant located in New York City. The firm is a wholly-owned subsidiary of HSBC North America Holdings, Inc. and their ultimate parent is HSBC Holdings Plc. (NYSE: HBC). HSBC Securities (U.S.A.) is a member of FINRA, the NYSE and the SIPC. Their securities and annuity products are provided by registered representatives and insurance agents of HSBC Securities (U.S.A.). In California, HSBC Securities (U.S.A.) conducts insurance business as HSBC Securities Insurance Services. Insurance products are offered through insurance agents of HSBC Insurance Agency (U.S.A.) Inc., a wholly-owned subsidiary of HSBC Bank U.S.A. NA and an indirectly wholly-owned subsidiary of HSBC Holdings plc. The company also engages in investment banking underwriting, dealing and brokering of debt and equity securities and futures contracts and is a primary dealer in U.S. Government and federal agency securities. | Regional Banks | Corporate Officer/Principal | |
BBR Partners LLC
![]() BBR Partners LLC Investment ManagersFinance BBR Partners LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is principally owned by BBR Partners Holdings LP. BBR Partners provides investment advisory services to wealthy families and individuals. | Investment Managers | Director of Research - Equity | |
GAI Agility Income Fund
![]() GAI Agility Income Fund Investment Trusts/Mutual FundsMiscellaneous GAI Agility Income Fund is a non-diversified closed-end management investment company. The fund objective is to seek investment returns over various market cycles, with a majority of such returns derived from income. The company was founded on July 29, 2010 and is headquartered in Charlotte, NC. | Investment Trusts/Mutual Funds | Compliance Officer | |
Southern Methodist University
![]() Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Undergraduate Degree | |
Valley National Bank (Passaic, New Jersey)
![]() Valley National Bank (Passaic, New Jersey) Major BanksFinance Valley National Bank provides retail and commercial banking services. The firm offers depository banking, consumer and commercial lending, trust and pension services. The company was founded in 1927 and is headquartered in Passaic, NJ. | Major Banks | Corporate Officer/Principal | |
Fairview Health Services
![]() Fairview Health Services Packaged SoftwareTechnology Services Fairview Health Services provides health care services. It offers acupuncture, allergies, asthma, immunology, artery and vein care, athletic training, audiology and hearing aid services, behavioral health, the birthplace, bleeding and clotting disorders, blood and marrow transplant, breast care, cancer care, certified nurse midwives, chiropractic services, cosmetic services, critical care, dermatology, and diabetes care services. The company was founded in 1906 and is headquartered in Minneapolis, MN. | Packaged Software | Corporate Officer/Principal | |
University of Southern California
![]() University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree Undergraduate Degree | |
McGill University | College/University | Undergraduate Degree | |
Iowa State University | College/University | Undergraduate Degree | |
Northland Securities, Inc.
![]() Northland Securities, Inc. Investment Banks/BrokersFinance Northland Securities, Inc. (NSI) is a dually registered, full-service broker dealer and investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2002 and is owned by Northland Capital Holdings, Inc., which was acquired by First National of Nebraska, Inc. (OTCMKTS: FINN) in 2023. NSI is actively engaged in buying and selling securities for its own account as well as for clients. | Investment Banks/Brokers | Analyst-Equity | |
University of California, Santa Barbara | College/University | Undergraduate Degree Undergraduate Degree | |
Opus College of Business | College/University | Masters Business Admin | |
Brandeis University | College/University | Undergraduate Degree | |
Zicklin School of Business | College/University | Masters Business Admin | |
Counterpoint Mutual Funds LLC
![]() Counterpoint Mutual Funds LLC Investment ManagersFinance Counterpoint Mutual Funds LLC (Counterpoint) is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Michael Krause and John Koudsi in 2014. Counterpoint provides portfolio management services to registered investment companies such as mutual funds and ETFs. | Investment Managers | Founder | |
SPENDSMART NETWORKS, INC. | Advertising/Marketing Services | Chief Executive Officer | |
University of Wisconsin | College/University | Undergraduate Degree | |
Gradient Investments LLC
![]() Gradient Investments LLC Investment ManagersFinance Gradient Investments LLC (GI) is an independent, privately-owned, fee-based, SEC registered investment advisor headquartered in Arden Hills, Minnesota. The firm was founded by Charles E. Lucius in 2006. GI provides professional money management services to individuals, employer-sponsored pension plans, foundations, endowments and corporations primarily through exchange-traded funds (ETFs) and individual equities within separately managed accounts. | Investment Managers | Portfolio Manager-Equities | |
Creative Planning LLC
![]() Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Investment Managers | Portfolio Manager-Equities | |
California Polytechnic State University (San Luis Obispo) | College/University | Undergraduate Degree | |
Brighton Jones LLC
![]() Brighton Jones LLC Investment ManagersFinance Brighton Jones LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. It was founded by Charles Brighton and Jon Jones in 1999. The firm provides investment management services to individuals, high net-worth individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, business entities, and trusts. | Investment Managers | Analyst-Equity | |
Western Michigan University | College/University | Undergraduate Degree | |
Wells Fargo Clearing Services LLC
![]() Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | Investment Managers | Corporate Officer/Principal | |
Lido Advisors LLC
![]() Lido Advisors LLC Investment ManagersFinance Lido Advisors LLC (Lido) is an independent, SEC-registered wealth advisory firm headquartered in Los Angeles, California. The firm was founded by Gregory Kushner in 1999 as Lido Advisors, Inc. Lido creates bespoke investment and wealth management strategies for a range of high-net-worth individuals and families. | Investment Managers | Portfolio Manager-Equities | |
George Mason University | College/University | Undergraduate Degree | |
Refined Wealth Management LLC
![]() Refined Wealth Management LLC Investment ManagersFinance Refined Wealth Management LLC (RWM) is an independent registered investment adviser headquartered in Salt Lake City, Utah. The firm was founded by Ryan Larsen in 2013. RWM offers investment advice, financial planning, insurance, and other financial services to individuals, high net worth individuals, trusts, estates, corporations, and small business owners. | Investment Managers | Chief Executive Officer | |
Hampden-Sydney College | College/University | Undergraduate Degree | |
University of Massachusetts | College/University | Masters Business Admin | |
Holy Cross College (Indiana) | College/University | Undergraduate Degree | |
Austin Stock Research LP | Corporate Officer/Principal | ||
University of North Carolina System | College/University | Undergraduate Degree | |
TrueFG LLC
![]() TrueFG LLC Investment ManagersFinance TrueFG LLC (dba True Financial Group) is an independent, SEC-registered investment advisor headquartered in Cedar Park, Texas. The firm was founded by Marie E. Freemyer in 2017. True Financial Group provides financial planning and investment management to individuals, couples, families, and businesses. | Investment Managers | Founder | |
R.V. College of Engineering
![]() R.V. College of Engineering Other Consumer ServicesConsumer Services R. V. College of Engineering provides educational services. It is headquartered in Bangalore, India. | College/University | Undergraduate Degree | |
The University of Chicago | College/University | Masters Business Admin | |
Excell Partners, Inc.
![]() Excell Partners, Inc. Investment ManagersFinance Excell Partners Inc (Excell Partners) is a venture capital subsidiary of State of New York founded in 2005. The firm is headquartered in Rochester, New York. | Investment Managers | Private Equity Analyst | |
University of St. Thomas
![]() University of St. Thomas Other Consumer ServicesConsumer Services The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland. | College/University | Undergraduate Degree |
Statistics
International
United States | 46 |
Canada | 2 |
India | 2 |
Sectoral
Finance | 25 |
Consumer Services | 20 |
Miscellaneous | 2 |
Technology Services | 2 |
Commercial Services | 2 |
Operational
Corporate Officer/Principal | 50 |
Analyst-Equity | 27 |
Undergraduate Degree | 27 |
Portfolio Manager-Equities | 12 |
Masters Business Admin | 9 |
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