Sean Moynihan
Sean Moynihan is a registered investment advisor at The Patriot Financial Group, LLC, based in Walpole, MA, with 9 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,136 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Patriot Financial Group's investment advisory fees range up to 2.50% annually, depending on the complexity of services, the amount of assets managed, and the overall relationship. Fees are calculated based on month/quarter-end security valuations and billed monthly or quarterly. The Patriot Financial Group includes normal securities transaction fees as part of its overall investment advisory fee through The Patriot Financial Group Wrap Fee Program. Fees may be negotiable.
Location
55 West Street, Suite 201, Walpole, MA, 02081
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sean works full-time as a wealth manager at Patriot Financial Group and spends about a quarter of his time as the owner of JPS Financial, selling fixed insurance. He also dedicates minimal time to the Foundation Fighting Blindness, Sean Moynihan, Inc., and The Norfolk Small Business Association.
Employment History
Current Registrations
The Patriot Financial Group, LLC
Previous Registrations
Cetera Financial Specialists LLCBroker
Securities America, INC.Broker
LPL Financial LLCBroker
State Registrations1 state
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.