Sean McCullough, financial advisor Wyomissing PA
96 score

Sean McCullough

CRD Number: 3073986
Current Firm: Atlas Wealth Partners LLC

Sean McCullough (CRD# 3073986) is an Investment Advisor Representative working at Atlas Wealth Partners LLC in Wyomissing, PA and has over 18 years of experience in the finance industry. Sean McCullough has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Atlas Wealth Partners LLC West Lawn, PA Sep 2015 - Current 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Sep 2015 < 1
Morgan Stanley Smith Barney Wyomissing, PA Jun 2009 - Jan 2015 5
Citigroup Global Markets Inc. Wyomissing, PA Jun 2006 - Jun 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S65 NASAA Investment Advisors Law Examination Sep 1998
Contact Info for Sean P. McCullough
Phone Number: (610) 678-6807
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    91
    MILLIONS
  • Total Number of Accounts
    581
    ACCOUNTS
  • Average Account Value
    $156,799
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

PA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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