Sean Patrick Rogers
Investment adviser representative at Evermay Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
$1.3BFirm assets
17 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Evermay Wealth Management, LLCJun 2022 to now
- University of MarylandAug 2018 to May 2022
- Damascus High SchoolAug 2014 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (VA).
Evermay Wealth Management, LLC
$1.3BAssets managed
567Clients
23Advisers
17 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
- 7391910
- Firm CRD
- 149230