Sean Connor Devine
Investment adviser representative at Osaic Wealth, Inc.
10 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 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
- Seminars and workshops
Experience
10 years in the industry.
- Osaic Wealth, Inc.Jun 2026 to now
- Fidelity InvestmentsMay 2021 to Jun 2026
- Tapfin/eyMar 2021 to May 2021
- Wells FargoFeb 2020 to Mar 2021
- Morgan StanleyOct 2018 to Jan 2020
- Market TechnologiesJun 2018 to Sep 2018
- AdeccoMar 2018 to Jun 2018
- Bean TeamFeb 2018 to Mar 2018
- Regal CinemasAug 2016 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (FL).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 7010164
- Firm CRD
- 23131