Sean David Farro
Investment adviser representative at Aegis Wealth Management, Inc.
16 yearsExperience
1 stateRegistered in
ChFC®Designation
$216.5MFirm 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Aegis Wealth Management, Inc.Apr 2023 to now
- American Senior BenefitsAug 2010 to now
- Transparent Wealth Management, LLCAug 2023 to Jul 2025
- Brookstone Wealth AdvisorsJul 2022 to Apr 2023
Designations
- ChFC®
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (FL).
Aegis Wealth Management, Inc.
$216.5MAssets managed
2,350Clients
23Advisers
7 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
- 7592323
- Firm CRD
- 301990