Sean David Moylan
Investment adviser representative at Osaic Advisory Services, LLC
22 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$15.5BFirm assets
Are you Sean David Moylan? 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
- Pension consulting
- Seminars and workshops
Experience
22 years in the industry.
- Osaic Advisory Services, LLCNov 2024 to now
- Osaic Wealth, Inc.Jun 2024 to now
- Securities America Advisors, Inc.Feb 2012 to now
- Chartered Life Underwriter (clu)May 2011 to now
- Securities America, Inc.Feb 2006 to now
- Moylan Law, LLCSep 2004 to now
- Moylan Kropp Retirement PlanningAug 2004 to now
- Juris Doctor (jd)May 2004 to now
- Master of Business Administration (mba)May 2004 to now
- Arbor Point AdvisorsMar 2017 to Nov 2024
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (NE).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 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
- 4669828
- Firm CRD
- 171070