Sean Samuel Planchard
Investment adviser representative at Torrey Growth & Income Advisors, LLC
11 yearsExperience
2 statesRegistered in
$328.4MFirm assets
20 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
11 years in the industry.
- Torrey Growth & Income Advisors, LLCMay 2025 to now
- Nextgen LawApr 2024 to now
- Fortress Private Ledger. LLCMar 2025 to May 2025
- Self-funded Eta Searcher (unemployed)Nov 2023 to Apr 2024
- Mckinsey & CompanyAug 2021 to Nov 2023
- UnemployedFeb 2021 to Aug 2021
- Wyrick, Robbins, Yates & Ponton LLPAug 2018 to Feb 2021
- Unemployed (studying for Bar Exam)Jun 2018 to Aug 2018
- The University of Chicago - the Law SchoolAug 2015 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Torrey Growth & Income Advisors, LLC
$328.4MAssets managed
293Clients
5Advisers
20 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
- 8024047
- Firm CRD
- 139940