Sean Fitzpatrick, financial advisor Westlake Village CA

Sean Fitzpatrick

CRD Number: 7482783
Current Firm: Impact Partnership Wealth, LLC

Sean Fitzpatrick (CRD# 7482783) is an Investment Advisor Representative working at Impact Partnership Wealth, LLC in Westlake Village, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Impact Partnership Wealth Kennesaw, GA Dec 2021 - Current < 1
California Lutheran University Thousand Oaks, CA Aug 2019 - Current 2
The Benefit Center, Inc. Westlake Village, CA Aug 2017 - Current 4
Moorpark College Moorpark, CA Jun 2017 - May 2019 1
Oak Park High School Oak Park, CA Aug 2014 - May 2017 2
Westlake High School Westlake Village, CA Aug 2013 - Aug 2014 1
Colina Middle School Thousand Oaks, CA Aug 2010 - May 2013 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2021
Contact Info for Sean M. Fitzpatrick
Phone Number: 800-380-5040
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    137
    MILLIONS
  • Total Number of Accounts
    771
    ACCOUNTS
  • Average Account Value
    $177,928
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CO, DE, FL, GA, IA, IL, LA, MD, MN, NC, NE, OH, OK, OR, TN, TX, UT, VA, WA

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