Sean Michael Green
Investment adviser representative at Amplius Wealth Advisors
10 yearsExperience
2 statesRegistered in
$1.7BFirm assets
5 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
Experience
10 years in the industry.
- Amplius Wealth AdvisorsJul 2024 to now
- Main Line Boxing LLCJan 2022 to now
- Benchmark TherapiesApr 2021 to Jan 2024
- Genesis Rehab ServicesOct 2020 to Jul 2021
- Butler County CollegeJul 2018 to Oct 2020
- Pmc Property GroupApr 2016 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Amplius Wealth Advisors
Legal name: Amplius Wealth Advisors, LLC
$1.7BAssets managed
781Clients
11Advisers
5 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
- 7959281
- Firm CRD
- 312463