Sean Balliet
Investment Adviser Representative at CORA Capital Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Sean Balliet is an investment adviser representative with CORA Capital Advisors in Marlton, NJ, where they have been registered since 2022, the year they entered the securities industry. They are registered to provide investment advice in New Jersey.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New Jersey
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Baratz & Associates, P.a.Nov 2013 – no end date reportedMarlton, NJ
- CORA Capital Advisors LLCSep 2022 – no end date reportedMarlton, NJ
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About CORA Capital Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Personal financial solutions including asset management, alternative investing, estate planning, retirement planning, tax planning, and risk management and insurance; business financial solutions including financial planning for business owners, executive retirement planning, succession and exit planning, tax planning, and employee benefits (group insurance benefits, health insurance, and retirement plans).
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 8
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Marlton, NJ
- SEC file number:
- 801-123101
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 23, 2026
View full firm profileOther advisors at CORA Capital Advisors
7 other advisors in the directory
Similar advisors in Marlton, NJ
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Sean Balliet has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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