Sean Tully
Investment adviser representative at Raymond James Financial Services Advisors, Inc
12 yearsExperience
1 stateRegistered in
$390BFirm 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 assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Raymond James Financial Services Advisors, IncFeb 2023 to now
- Raymond James Financial Services IncAug 2022 to now
- The Boathouse & Field ClubMay 2021 to Aug 2021
- Belmont Country ClubAug 2020 to Nov 2020
- Reliant Medical GroupMay 2019 to Aug 2019
- Bentley UniversityAug 2018 to May 2022
- Pleasant Valley Country ClubApr 2018 to Aug 2018
- Shamrock Power Sales/ Harp Services Inc.Jan 2016 to Aug 2022
- Shepherd Hill Regional High SchoolAug 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MA).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
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
- 7614046
- Firm CRD
- 149018