Sean Kelleher is a CFP-designated registered investment advisor, based in West Sacramento, CA, with 7 years of industry experience.
Location
West Sacramento, CA
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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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Sean works in administrative and client support for PWA Financial, a financial services firm, since 2018. This takes up a full-time commitment.
Employment History
Current Registrations
Empower Financial Services, INC.
March 2026 - Present · 2 mos
Empower Advisory Group, LLC
March 2026 - Present · 2 mos
Empower Financial Services, INC.Broker
March 2026 - Present · 2 mos
Previous Registrations
Towerpoint Wealth, LLC
October 2025 - January 2026 · 3 mos
Cetera Investment Advisers LLC
March 2024 - October 2025 · 1 yr 7 mos
Cetera Advisors LLCBroker
August 2019 - October 2025 · 6 yrs 2 mos
Cetera Advisors LLC
August 2019 - March 2024 · 4 yrs 7 mos
Next Financial Group, INC.
September 2018 - August 2019 · 11 mos
Next Financial Group, INC.Broker
July 2018 - August 2019 · 1 yr 1 mo
State Registrations4 states
CAIDORWA
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.