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Sean Thomas Neel

Investment adviser representative at Buttonwood Capital Management (bcm)
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$380.8MFirm 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

12 years in the industry.

  1. Buttonwood Capital Management (bcm)May 2019 to now
  2. Buttonwood Capital Management LLCMar 2019 to now
  3. LPL Financial, LLCMar 2019 to now
  4. JP Morgan Chase BankMay 2017 to Mar 2019
  5. JP Morgan Securities, LLCMay 2017 to Mar 2019
  6. Edward JonesMay 2014 to Mar 2017

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2015

State registrations

Registered as an investment adviser representative in 2 states (AZ, TX).

Buttonwood Capital Management (bcm)

Legal name: Buttonwood Capital Management, LLC

$380.8MAssets managed
355Clients
3Advisers
6 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
6203339
Firm CRD
174857
Advisor's SEC record (opens in a new tab)
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