Sean O'toole
Investment adviser representative at Penserra Wealth Management
12 yearsExperience
1 stateRegistered in
$2.5MFirm assets
1 yearFirm 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
12 years in the industry.
- Penserra Wealth ManagementMay 2026 to now
- Maverick Ltc, LLCJun 2021 to now
- Edward JonesAug 2018 to Jun 2021
- SchoolingAug 2014 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
Penserra Wealth Management
Legal name: Penserra Wealth Management LLC
$2.5MAssets managed
8Clients
12Advisers
1 yearIn 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
- 6989605
- Firm CRD
- 333218