Sean Abbey
Vail Valley Asset Management · Jupiter, Florida
Sean Abbey is a fee-only financial advisor at Vail Valley Asset Management in Jupiter, Florida, who holds the CFA credential. Vail Valley Asset Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Vail Valley Asset Management |
|---|---|
| Based in | Jupiter, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $3.3M across 39 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CO, FL · CRD 7425250 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.vailvalleyam.com |
| Profile |
How Sean's firm compares
- Vail Valley Asset Management's average account is about $85,000, from its Form ADV (assets managed divided by 39 accounts).
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Questions about Sean
Is Sean Abbey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sean holds no broker registration, and Vail Valley Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sean charge for financial advice?
Sean's firm, Vail Valley Asset Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Sean Abbey based?
Sean Abbey is based in Jupiter, Florida.
What credentials does Sean Abbey hold?
Sean Abbey holds the CFA credential.
Is Sean Abbey registered with the SEC?
Yes. Sean Abbey is registered as an investment adviser representative in CO and FL (CRD 7425250), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Vail Valley Asset Management manage?
Vail Valley Asset Management reports $3.3M across 39 accounts in assets under management.
How do I contact Sean Abbey?
Through Sean's website, www.vailvalleyam.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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