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Sean T

Series 65, Series 63

Chesterton, IN

Fidelity

Sean Troy is a financial advisor with Fidelity, holding Series 65 and Series 63 licenses and three years of industry experience. His prior work includes positions at Morgan Stanley Smith Barney LLC, E*Trade Securities LLC, and Allstate Insurance. Outside of advising, he has seasonal work experience at Advanced Orthopedic & Spine Care, assisting with snow removal during winter months. Fidelity’s Strategic Advisers LLC serves a broad client base, providing investment management and advisory services that combine fundamental research with quantitative and algorithmic portfolio construction. The firm manages portfolios using systematic methodologies across mutual funds, ETFs, and ETPs and supports a range of registered investment companies and intermediary platforms.

Charitable giving & philanthropy Active portfolio management
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