Sean Michael Condon
Investment adviser representative at Condon Wealth Management, Inc.
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$122.1MFirm 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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Purshe Kaplan Sterling InvestmentsJun 2009 to now
- Condon Wealth Management, Inc.Nov 2003 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (FL, MA).
Condon Wealth Management, Inc.
$122.1MAssets managed
228Clients
2Advisers
Under 1 yearIn 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
- 4633520
- Firm CRD
- 128409