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Sean Flynn

Commonwealth Financial Network
41 Years of Experience
Danvers, MA
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Sean Flynn is a registered investment advisor at Commonwealth Financial Network, based in Danvers, MA, with 41 years of industry experience. Sean is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.

Commonwealth Financial Network
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2913 advisors
Number of Clients
360,488 clients
Average Client Portfolio
$590K average
Assets Under Management
$212.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K2.25%
$750K - $1.0M2.00%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

100 Conifer Hill Drive Suite, #301, Danvers, MA, 01923

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2024
Settled
Customer Dispute
March 2011
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Sean sells fixed insurance, dedicating minimal time to this activity. He also manages Flynn Investment, LLC and owns Meadowbrook Financial, LLC, spending all of his time on the latter.

Employment History
Current Registrations
Commonwealth Financial Network
February 2014 - Present · 12 yrs 8 mos
Commonwealth Financial NetworkBroker
September 1991 - Present · 35 yrs 1 mo
Previous Registrations
Invest Financial CorporationBroker
February 1989 - September 1991 · 2 yrs 7 mos
Dean Witter Reynolds INC.Broker
May 1986 - January 1989 · 2 yrs 8 mos
First Jersey Securities, INC.Broker
January 1985 - May 1986 · 1 yr 4 mos
State Registrations21 states
AZCACTFLGAINMAMDMEMTNCNHNJNYORPARISCTXVAVT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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