Sean J Carroll
Investment adviser representative at Amj Financial Wealth Management LLC
11 yearsExperience
1 stateRegistered in
$481.8MFirm assets
8 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
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Amj Financial Wealth Management LLCJul 2026 to now
- Amj Financial Wealth Management LLCJun 2025 to Aug 2025
- Liberty Coca-colaJun 2025 to Aug 2025
- Firehouse SubsJan 2025 to Dec 2025
- Congress Hall HotelMay 2023 to Aug 2023
- Virginia TechAug 2022 to May 2026
- Flanders Valley Golf CourseJun 2022 to May 2023
- Mount Olive High SchoolAug 2018 to May 2022
- Reda Brothers LandscapingJun 2018 to May 2024
- Mount Olive Middle SchoolAug 2015 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (VA).
Amj Financial Wealth Management LLC
$481.8MAssets managed
470Clients
17Advisers
8 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
- 8109185
- Firm CRD
- 162878