Sean Morehouse Mcelhaney

Employer firm

Family Office Research, LLC CRD 144136

$648M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2010 → 06/2022
  Fidelity Investments
  Washington, DC
• 07/2018 → 06/2022
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 06/2022 → Present
  Family Office Research, Llc
  Bethesda, MD

Previous Registrations

• 2018-07-13 → 2022-05-23
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2013-03-20 → 2018-07-13
  Strategic Advisers Llc
  Bethesda, MD
• 2009-09-09 → 2010-06-09
  Navy Federal Asset Management, Llc
  Vienna, VA
• 2008-08-01 → 2009-08-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL

Other Businesses

OAA#: 53634 | Org Name:Glover Park Tour | Org Addr:Washington, DC, US | Nature of Bus:Recreational golf. | Invst Rel:N | Title:Director of Operations and Logistics. | Duties:Coordinate golf outings and social events throughout the course of the year. | Start Dt:02/26/2018 | Total Hrs p/m:10 | Sec Trdng Hrs p/m:0

Exams

• S66 Uniform Combined State Law Examination
  2013-03-08

Designations

• Certified Financial Planner

Other Names

• Sean Morehouse Mcelhaney
• Sean M Mcelhaney