Sean Kelly Rodricks
Investment adviser representative at Empirical Wealth Management
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$8.4BFirm 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Empirical Wealth ManagementJun 2025 to now
- Fidelity Personal and Workplace AdvisorsJul 2018 to Jun 2025
- Fidelity InvestmentsOct 2010 to Jun 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (TX).
Empirical Wealth Management
Legal name: Empirical Financial Services, LLC
$8.4BAssets managed
2,400Clients
65Advisers
15 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
- 5855706
- Firm CRD
- 152622