Sean Patrick Buchanan

Employer firm

Great Valley Advisor Group, LLC CRD 123913

$10.6B regulatory AUM 55 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2013 → 11/2016
  Wells Fargo Advisors, Llc
  Plymouth Meeting, PA
• 11/2016 → 05/2023
  Wells Fargo Clearing Services, Llc
  Plymouth Meeting, PA
• 05/2023 → Present
  Lpl Financial
  Doylestown, PA

Previous Registrations

• 2013-07-02 → 2023-05-17
  Wells Fargo Clearing Services, Llc
  Warminster, PA
  Abington, PA
  Radnor, PA
  Philadelphia, PA
• 2011-12-02 → 2013-07-08
  Pnc Wealth Management Llc
  Willow Grove, PA
  Ambler, PA
  Glenside, PA
  Abington, PA
  Philadelphia, PA

Other Businesses

1) 04/27/2023 - Doylestown Wealth Management- DBA for LPL Business (entity for LPL business) - inv. related- Doylestown, PA 2) 05/16/2023 - Great Valley Advisor Group, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date 4/12/2023 - 160 Hours Per Month/ 7 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Great Valley Advisor Group, Inc. an independent investment advisor firm. I started this business activity in 5/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, nature of its business, its owners and its services at http://www.adviserinfo.sec.gov/IAPD. This firm is separate and independent of LPL Financial. 3) 05/23/2023 - Doylestown Wealth Management, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 05/05/2023 - 160 Hours Per Month/ 160 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Great Valley Advisor Group, Inc. an independent investment advisor firm. I started this business activity in 5/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, nature of its business, its owners and its services at http://www.adviserinfo.sec.gov/IAPD. This firm is separate and independent of LPL Financial. 4) 05/23/2023 - Great Valley Advisor Group, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 05/05/2023 - 160 Hours Per Month/ 7 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Great Valley Advisor Group, Inc. an independent investment advisor firm. I started this business activity in 5/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, nature of its business, its owners and its services at http://www.adviserinfo.sec.gov/IAPD. This firm is separate and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-12-01
• S63 Uniform Securities Agent State Law Examination
  2001-09-07