Unclaimed Profile

Sean Touhey

CANTERBURY CONSULTING INCORPORATED·NEWPORT BEACH, California

Series 7, Series 66Clean record12 years registeredCANTERBURY CONSULTING INCORPORATED

660 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA 92660-6404CRD# 4709448Firm CRD# 22875

Profile Verification

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

Identity

Sean Touhey · NEWPORT BEACH, CA

Registration

CRD #4709448 · CANTERBURY CONSULTING INCORPORATED · 12 years registered

Brand Profile

Not yet started

Career History

CANTERBURY CONSULTING INCORPORATED

Sep 2013 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · September 19, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CANTERBURY CONSULTING INCORPORATED

CRD 22875 · SEC 801-34756

AUM

$6.6B

Regulatory assets under management

Employees

4,358 client accounts

Services offered by CANTERBURY CONSULTING INCORPORATED

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at CANTERBURY CONSULTING INCORPORATED →

Introduction

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Frequently Asked Questions

What services does Sean Touhey offer?

Sean Touhey specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NEWPORT BEACH, California for a consultation.

What are Sean Touhey's credentials?

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

Where is Sean Touhey located?

Sean Touhey is based in NEWPORT BEACH, California, working with CANTERBURY CONSULTING INCORPORATED. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.

How does Sean Touhey charge for services?

Sean Touhey's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CANTERBURY CONSULTING INCORPORATED?

CANTERBURY CONSULTING INCORPORATED has approximately 72 employees and manages $6.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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