Sean Frederick Moynihan
Investment adviser representative at The Patriot Financial Group, LLC
24 yearsExperience
1 stateRegistered in
$2.6BFirm assets
12 yearsFirm in business
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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
24 years in the industry.
- Jps FinancialFeb 2021 to now
- The Patriot Financial Group, LLCSep 2017 to now
- Sean Moynihan, Inc.Jan 2000 to now
- Cetera Financial Specialists LLCDec 2022 to Jan 2024
- Securities America, Inc.Jun 2018 to Dec 2022
- LPL Financial, LLCFeb 2017 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (MA).
The Patriot Financial Group, LLC
Legal name: The Patriot Financial Group Insurance Agency, LLC
$2.6BAssets managed
2,545Clients
35Advisers
12 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
- 6712475
- Firm CRD
- 172470