Sean Patrick Cook
Investment adviser representative at Hb Wealth
28 yearsExperience
2 statesRegistered in
$30.2BFirm assets
4 yearsFirm in business
Are you Sean Patrick Cook? Claim your profile
Contact this firm
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
Experience
28 years in the industry.
- Hb WealthNov 2021 to now
- Homrich BergJan 2020 to now
- Cedar Rowe PartnersJun 1998 to Dec 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Hb Wealth
Legal name: Hb Wealth Management, LLC
$30.2BAssets managed
5,459Clients
168Advisers
4 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
- 3189189
- Firm CRD
- 316731