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Sean Wilburn Powley

Investment adviser representative at Facet
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$8.7BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Fixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. FacetJan 2022 to now
  2. Facet WealthJan 2022 to now
  3. UBS Financial Services Inc.Aug 2018 to Nov 2021
  4. The Vanguard Group, Inc.Nov 2015 to Aug 2018

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2016

State registrations

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

Facet

Legal name: Facet Wealth, Inc

$8.7BAssets managed
16,053Clients
94Advisers
9 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
6585767
Firm CRD
285961
Advisor's SEC record (opens in a new tab)
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