Sean Pitstick
Investment adviser representative at Mission Wealth Management, LP
15 yearsExperience
1 stateRegistered in
$17BFirm assets
24 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
Experience
15 years in the industry.
- Mission Wealth Management, LPSep 2025 to now
- American Century Investment Services, Inc.May 2024 to Aug 2025
- State Street Global Advisors Funds Distributors, LLCJun 2022 to Apr 2024
- State Street Global Advisors Trust CompanyJun 2022 to Apr 2024
- Full Time StudentNov 2021 to Jun 2022
- Orbee AutoMay 2021 to Sep 2021
- Roger Dunn Golf ShopJan 2021 to Aug 2021
- Raising Cane's RestaurantJun 2020 to Jan 2021
- UnemployedSep 2019 to May 2020
- First Team Real EstateMay 2019 to Aug 2019
- StudentJan 2011 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Mission Wealth Management, LP
$17BAssets managed
5,341Clients
138Advisers
24 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
- 7585436
- Firm CRD
- 113057