Unclaimed Profile

Sean David O'toole

1908 CAPITAL, LLC·SANDY SPRINGS, Georgia

SIE, Series 3, Series 7, Series 63, Series 65CFPClean record24 years registered1908 CAPITAL, LLC

750 HAMMOND DRIVE, BUILDING 5, SANDY SPRINGS, GA 30328CRD# 2738074Firm CRD# 290957

Profile Verification

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

Identity

Sean David O'toole · SANDY SPRINGS, GA

Registration

CRD #2738074 · 1908 CAPITAL, LLC · 24 years registered

Brand Profile

Not yet started

Career History

1776 WEALTH LLC

Mar 2017 – present

UBS FINANCIAL SERVICES INC.

Jan 2007 – Mar 2017

ATLANTA, GA

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Feb 2002 – Jan 2007

ALPHARETTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · February 12, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Introduction

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Frequently Asked Questions

What services does Sean David O'toole offer?

Sean David O'toole is a registered financial advisor in SANDY SPRINGS, Georgia. Contact their office for details on services offered.

What are Sean David O'toole's credentials?

Sean David O'toole holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Sean David O'toole located?

Sean David O'toole is based in SANDY SPRINGS, Georgia, working with 1908 CAPITAL, LLC. Their office serves clients in the SANDY SPRINGS metropolitan area and surrounding communities.

How large is 1908 CAPITAL, LLC?

1908 CAPITAL, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.

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