Sean Mccann
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.4TFirm 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsAug 2023 to now
- John Hancock Funds, Inc.Feb 2019 to Jul 2023
- John Hancock Distributors LLCMay 2017 to Feb 2019
- John HancockApr 2017 to Jul 2023
- Putnam InvestmentsJun 2015 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 6347663
- Firm CRD
- 104555