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Sean Michael Condon

Investment adviser representative at Rothschild Wealth LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.7BFirm 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 feeCommissionsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

20 years in the industry.

  1. Rothschild Wealth LLCDec 2025 to now
  2. Perritt Capital ManagementJun 2006 to Dec 2025

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2004

State registrations

Registered as an investment adviser representative in 1 state (IL).

Rothschild Wealth LLC

$1.7BAssets managed
3,656Clients
28Advisers
14 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
4752932
Firm CRD
162442
Advisor's SEC record (opens in a new tab)
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