Sean Michael Mcnally
Investment adviser representative at Traveka Wealth, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$730.8MFirm 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 assets
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.
- Traveka Wealth, LLCOct 2023 to now
- United CapitalJan 2022 to Oct 2023
- Wells Fargo Clearing Services LLCOct 2018 to Jan 2022
- Wells Fargo Bank NAJan 2015 to Jan 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Traveka Wealth, LLC
$730.8MAssets managed
195Clients
3Advisers
2 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
- 7040315
- Firm CRD
- 328421