SG
SG

Sean German

20 Years of Experience
Doylestown, PA
Broker

Sean German is a registered investment advisor at Wells Fargo Advisors, based in Doylestown, PA, with 20 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2005 South Easton Rd., Suite 204, Doylestown, PA, 18901

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wells Fargo Advisors
February 2026 - Present · 3 mos
Wells Fargo Advisors Financial Network, LLCBroker
February 2026 - Present · 3 mos
Wells Fargo Advisors
January 2026 - Present · 4 mos
Wells Fargo Clearing Services, LLCBroker
January 2026 - Present · 4 mos
Previous Registrations
Lord Abbett Distributor LLCBroker
March 2012 - January 2026 · 13 yrs 10 mos
Lord, Abbett & CO. LLC
March 2012 - January 2026 · 13 yrs 10 mos
Morgan Stanley Smith Barney LLC
March 2010 - February 2012 · 1 yr 11 mos
Morgan Stanley Smith BarneyBroker
June 2009 - February 2012 · 2 yrs 8 mos
Morgan Stanley & CO. IncorporatedBroker
November 2008 - June 2009 · 7 mos
J.p.morgan Securities INC.Broker
July 2007 - October 2008 · 1 yr 3 mos
Joseph Stevens & Company, INC.Broker
September 2005 - July 2007 · 1 yr 10 mos
State Registrations2 states
NJPA
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.
Sean German - Financial Advisor | TrueAdvisor