Unclaimed Profile

Sean Michael Shannon

MONOGRAPH WEALTH ADVISORS, LLC·MANHATTAN BEACH, California

Series 7, Series 63Clean record13 years registeredMONOGRAPH WEALTH ADVISORS, LLC

1230 ROSECRANS AVENUE, MANHATTAN BEACH, CA 90266CRD# 5270198Firm CRD# 173949

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sean Michael Shannon · MANHATTAN BEACH, CA

Registration

CRD #5270198 · MONOGRAPH WEALTH ADVISORS, LLC · 13 years registered

Brand Profile

Not yet started

Career History

MONOGRAPH WEALTH ADVISORS, LLC

Feb 2016 – present

LOURDMURRAY

Sep 2012 – Jul 2015

BEVERLY HILLS, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · September 24, 2012

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MONOGRAPH WEALTH ADVISORS, LLC

CRD 173949 · SEC 801-80679

AUM

$2.2B

Regulatory assets under management

Employees

954 client accounts

Services offered by MONOGRAPH WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MONOGRAPH WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Sean Michael Shannon offer?

Sean Michael Shannon specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MANHATTAN BEACH, California for a consultation.

What are Sean Michael Shannon's credentials?

Sean Michael Shannon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sean Michael Shannon located?

Sean Michael Shannon is based in MANHATTAN BEACH, California, working with MONOGRAPH WEALTH ADVISORS, LLC. Their office serves clients in the MANHATTAN BEACH metropolitan area and surrounding communities.

How does Sean Michael Shannon charge for services?

Sean Michael Shannon's firm is compensated through percentage of aum, subscription fees, other: custom wealth planning services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MONOGRAPH WEALTH ADVISORS, LLC?

MONOGRAPH WEALTH ADVISORS, LLC has approximately 15 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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