Morgan Stanley
46yrs
Top advisor by experience in Colchester
22yrs
Sean Grattan
Financial advisor at Morgan Stanley
Sean Grattan has worked in the financial industry for 22 years and is a fiduciary financial advisor based in Colchester, Vermont. After 16 years at LPL Financial and less than a year at TD Wealth Management Services, Sean joined Morgan Stanley in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 136 advisors with offices in Colchester, and one of 128 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 65% of advisors nationwide
Office105 West View Road 5th Floor, Colchester, VT 05446
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Oct 2025 – nowMorgan StanleyCurrent firm
- 2010 – 2025LPL Financial LLCPreviously
- Nov 2009 – Feb 2010TD Wealth Management Services Inc.Previously
- 2006 – 2009Cetera Investment Services LLCPreviously
Contact Sean
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Sean. 105 West View Road 5th FloorColchester, VT 05446Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Sean
Tailored to Sean’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Sean
How do I contact Sean?
Call Morgan Stanley at (914) 225-5510 and ask for Sean Grattan. Sean works from the Colchester, VT office.
How long has Sean been a financial advisor?
Sean has been in the industry since 2004, about 22 years. More experience than 65% of advisors nationwide.
What licenses does Sean hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Sean a fiduciary?
Sean is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sean paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Sean for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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