Sean Michael Dann
Investment adviser representative at Range Advisory, LLC
12 yearsExperience
4 statesRegistered in
CFADesignation
$1.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Range Advisory, LLCMar 2026 to now
- Range Finance, Inc.Mar 2026 to now
- Creative Planning, LLCDec 2025 to Mar 2026
- Marshall Financial Group, Inc.Jun 2021 to Nov 2025
- Residential Life- University of Notre DameJul 2020 to May 2021
- Marshall Financial GroupMay 2020 to Aug 2020
- Marshall Financial GroupMay 2019 to Aug 2019
- Academic Services for Student Athletes- University of Notre DameJan 2018 to Dec 2018
- University of Notre DameAug 2017 to May 2021
- Northampton LandscapingJun 2017 to Aug 2018
- Buttonwood GrillApr 2017 to Dec 2017
- Central Bucks High School EastSep 2014 to Jun 2017
- Central Bucks Athletic Association (cbaa)Jan 2014 to Mar 2017
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 4 states (NY, PA, TX, VA).
Range Advisory, LLC
$1.4BAssets managed
1,773Clients
30Advisers
4 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
- 7535061
- Firm CRD
- 321969