Sean Patrick Moran
Investment adviser representative at Pinnacle Financial Group LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$672.7MFirm 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
11 years in the industry.
- Pinnacle Financial Group LLCApr 2024 to now
- Charles Schwab & Co., Inc.Aug 2021 to Apr 2024
- UBS Financial Services IncNov 2015 to Aug 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (IL).
Pinnacle Financial Group LLC
$672.7MAssets managed
394Clients
4Advisers
16 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
- 4778230
- Firm CRD
- 116600