Sean Eugene Canaday
Investment adviser representative at Bos Asset Management, LLC
19 yearsExperience
1 stateRegistered in
$1BFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Bos Asset Management, LLCMay 2023 to now
- LPL Financial LLCNov 2010 to now
- CoachJul 2007 to now
- Bank of SpringfieldApr 2007 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (IL).
Bos Asset Management, LLC
$1BAssets managed
627Clients
10Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1931609
- Firm CRD
- 310632