Unclaimed Profile

Sean Patrick Mcgillivray

KINGSVIEW WEALTH MANAGEMENT, LLC·GRANTS PASS, Oregon

Series 30, Series 65Clean record13 years registeredKINGSVIEW WEALTH MANAGEMENT, LLC

509 SE 7TH STREET, GRANTS PASS, OR 97526CRD# 6135768Firm CRD# 148107

Profile Verification

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

Identity

Sean Patrick Mcgillivray · GRANTS PASS, OR

Registration

CRD #6135768 · KINGSVIEW WEALTH MANAGEMENT, LLC · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KINGSVIEW WEALTH MANAGEMENT, LLC

KINGSVIEW WEALTH MANAGEMENT, LLC

Oct 2013 – Dec 2025

Grants Pass, OR

GREAT PACIFIC WEALTH MANAGEMENT

Jan 2013 – Oct 2013

GRANTS PASS, OR

Registrations & Exams

FINRA examinations passed

Series 30

Series 65

Registration record

First registered · January 31, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

KINGSVIEW WEALTH MANAGEMENT, LLC

CRD 148107 · SEC 801-79198

AUM

$4.8B

Regulatory assets under management

Employees

190

18,332 client accounts

Services offered by KINGSVIEW WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at KINGSVIEW WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Sean Patrick Mcgillivray offer?

Sean Patrick Mcgillivray specializes in Financial Planning, Investment Management, Wealth Management.

What are Sean Patrick Mcgillivray's credentials?

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

Where is Sean Patrick Mcgillivray located?

Sean Patrick Mcgillivray is based in GRANTS PASS, Oregon, last registered with KINGSVIEW WEALTH MANAGEMENT, LLC.

How does Sean Patrick Mcgillivray charge for services?

Sean Patrick Mcgillivray's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KINGSVIEW WEALTH MANAGEMENT, LLC?

KINGSVIEW WEALTH MANAGEMENT, LLC has approximately 190 employees and manages $4.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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