SD
Sean David Whalen
CRD 4000934
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Strategic Wealth Management Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Asset Strategy Advisors, Llc
Financial Consultant · 5% – 10% · Aug 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗