Allstreet Capital LLC

Sean Richardson is a financial advisor at Allstreet Capital LLC with 29 years of industry experience. He has held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of advising, he serves as a FINRA arbitrator in an independent, non-investment-related capacity. Allstreet Capital LLC provides investment advisory services primarily to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm manages client assets on a discretionary basis through a wrap fee program, employing asset allocation, modern portfolio theory, and both fundamental and technical analysis to build individualized portfolios.

Max Lile is a financial advisor at Allstreet Capital LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co. Incorporated. Outside of his advisory role, he is also a licensed insurance agent based in Los Angeles, CA. Allstreet Capital LLC provides discretionary investment management primarily for individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, managing approximately $218 million across about 120 client relationships. The firm focuses on comprehensive wrap-fee portfolio management using a variety of investment strategies and limits client services to wrapped accounts without per-trade transaction charges.