Sean Christopher Macdonald
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial LLCAug 2026 to now
- M&t BankAug 2026 to now
- Equitable Advisors, LLC.Feb 2025 to Jul 2026
- UnemployedNov 2024 to Feb 2025
- Cowan Weber ConstructionFeb 2024 to Oct 2024
- University At BuffaloAug 2022 to Aug 2024
- Target CorporationNov 2020 to Aug 2023
- Suny ErieAug 2020 to May 2022
- Feldman's Lawn and LandscapeMar 2020 to Jan 2024
- Orchard Park High SchoolSep 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 8027497
- Firm CRD
- 6413