Sean Strock Mccarthy
Investment adviser representative at Amj Financial Wealth Management LLC
10 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
10 years in the industry.
- Amj Financial Wealth Management LLCJun 2025 to now
- Bogart WealthJun 2024 to Aug 2024
- Virginia Tech UniversityAug 2022 to May 2025
- Northern Virginia Community CollegeAug 2021 to Jul 2022
- Troon GoldMay 2021 to Aug 2023
- Duquesne UniversityAug 2020 to May 2021
- Farmers InsuranceMay 2020 to Jul 2020
- SprintNov 2018 to Feb 2019
- Battlefield High SchoolAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8111796
- Firm CRD
- 162878