Sean Morehouse Mcelhaney
Investment adviser representative at Family Office Research, LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$648.2MFirm 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
16 years in the industry.
- Family Office Research, LLCJun 2022 to now
- Fidelity Personal and Workplace AdvisorsJul 2018 to Jun 2022
- Fidelity InvestmentsJun 2010 to Jun 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (MD).
Family Office Research, LLC
$648.2MAssets managed
133Clients
3Advisers
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
- 5312383
- Firm CRD
- 144136