Unclaimed Profile

Sean Michael Casullo

SANDERSON WEALTH MANAGEMENT, LLC·BUFFALO, New York

Clean record4 years registeredSANDERSON WEALTH MANAGEMENT, LLC

750 KEY TOWER, BUFFALO, NY 14202CRD# 7403983Firm CRD# 118910

Profile Verification

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

Identity

Sean Michael Casullo · BUFFALO, NY

Registration

CRD #7403983 · SANDERSON WEALTH MANAGEMENT, LLC · 4 years registered

Brand Profile

Not yet started

Career History

CROWN WEALTH GROUP LLC

Jul 2022 – present

SANDERSON WEALTH MANAGEMENT, LLC

Aug 2021 – Jul 2022

BUFFALO, NY

Registrations & Exams

Registration record

First registered · August 23, 2021

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SANDERSON WEALTH MANAGEMENT, LLC

CRD 118910 · SEC 801-61208

AUM

$1.1B

Regulatory assets under management

Employees

1,692 client accounts

Services offered by SANDERSON WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SANDERSON WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Sean Michael Casullo offer?

Sean Michael Casullo specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BUFFALO, New York for a consultation.

What are Sean Michael Casullo's credentials?

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

Where is Sean Michael Casullo located?

Sean Michael Casullo is based in BUFFALO, New York, working with SANDERSON WEALTH MANAGEMENT, LLC. Their office serves clients in the BUFFALO metropolitan area and surrounding communities.

How does Sean Michael Casullo charge for services?

Sean Michael Casullo's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SANDERSON WEALTH MANAGEMENT, LLC?

SANDERSON WEALTH MANAGEMENT, LLC has approximately 19 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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