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Sean Michael Casullo

SANDERSON WEALTH MANAGEMENT, LLC·BUFFALO, New York
Unclaimed Profile
750 KEY TOWER, BUFFALO, NY 14202CRD# 7403983Firm CRD# 118910
01

About

Sean Michael Casullo is a registered financial advisor based in BUFFALO, New York, affiliated with SANDERSON WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SANDERSON WEALTH MANAGEMENT, LLC
SANDERSON WEALTH MANAGEMENT, LLC
AUM
$1.1B
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at SANDERSON WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7403983
Firm CRD# 118910
No disclosures on file
View on FINRA BrokerCheck →

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05

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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