Merrill Lynch, Pierce, Fenner & Smith
41yrs
Top advisor by experience in Cambridge
4yrs
Sean Egan
Financial advisor at Strategic Advisers
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office200 Technology Square, Cambridge, MA 02139
How the firm is paid ?Percent of assets, Flat fee, Other
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing 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.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- Jul 2023 – Mar 2025Fidelity Personal and Workplace AdvisorsPreviously
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?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Sean
How do I contact Sean?
Call Strategic Advisers at 617-563-7000 and ask for Sean Egan. Sean works from the Cambridge, MA office.
How long has Sean been a financial advisor?
Sean has been in the industry since 2022, about 4 years. 4 years in the industry.
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?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Sean for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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