Sean Michael Dowling
Investment adviser representative at The Dowling Group Wealth Management
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$179.3MFirm 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
Experience
16 years in the industry.
- The Dowling Group Wealth ManagementJan 2019 to now
- The Dowling GroupNov 2010 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CT, NY).
The Dowling Group Wealth Management
Legal name: Dowling Financial Services, Inc
$179.3MAssets managed
324Clients
2Advisers
2 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
- 5746392
- Firm CRD
- 155624