Sean David O'toole
Investment adviser representative at 1776 Wealth LLC
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$390.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Kindling Mbd LLCMar 2025 to now
- 1776 Wealth LLCMar 2017 to now
- UBS Financial Services IncJan 2007 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
1776 Wealth LLC
$390.8MAssets managed
100Clients
2Advisers
9 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
- 2738074
- Firm CRD
- 286321