Sean Balliet has been an investment adviser representative at Cora Capital Advisors since October 2022, and is not listed among the firm’s executive officers or direct owners. Sean Balliet holds a Bachelor of Science in Accounting from Rutgers University.
Cora Capital Advisors LLC is a Marlton, NJ firm with $723M under management, 786 clients and 8 advisers across 3 offices, as of its March 2026 filing.
Sean Balliet is Financial Advisor of CORA Capital Advisors. He has over two decades of public accounting experience and specializes in identifying tax-saving opportunities for individuals and business owners. He particularly works with small business owners and individuals on growing their wealth.
- Cora Capital AdvisorsCurrent– present · 4 yearsMarlton, NJ · Adviser representative · Firm CRD 318134
Professional designations
Listed by Cora Capital Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Sean Balliet is registered as an investment adviser representative in New Jersey, since October 2022.
- New JerseySince 4 October 2022
Examinations
No examinations are on Sean Balliet’s record.
- CRD
- 7625010
- Firm
- Cora Capital Advisors · CRD 318134
- Office
- 4 EVES DRIVE, SUITE B100, Marlton, NJ 08053
- Registration
- Investment adviser registration
- In the industry since
- October 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- coracap.com
Where does Sean Balliet work?
Sean Balliet is an investment adviser representative registered through Cora Capital Advisors LLC since October 2022, and is not listed among the firm’s executive officers or direct owners.
Is Sean Balliet a financial advisor?
Yes. Sean Balliet has a current investment-adviser registration in New Jersey, through Cora Capital Advisors since October 2022.
How many years of experience does Sean Balliet have?
Sean Balliet has 4 years in the financial industry, since October 2022, across 1 adviser firm.
Where is Sean Balliet based?
Sean Balliet’s registered office is in Marlton, NJ.
Is Sean Balliet registered with FINRA?
No. Sean Balliet has no current broker registration.
Is Sean Balliet a CFP?
Cora Capital Advisors lists Sean Balliet with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Sean Balliet’s record?
Search CRD 7625010 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sean Balliet’s full registration record.