Sean Michael Flynn

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 07/2014 → 01/2019
  Patken Photographer
  Lindenhurst And Deer Park, NY
• 01/2017 → 12/2020
  Stony Brook University
  Stony Brook, NY
• 01/2019 → 12/2020
  Strategic Financial And Tax Planning Services
  Hauppauge, NY
• 01/2021 → Present
  Strategic Financial And Tax Planning Services
  Hauppauge, NY
• 02/2021 → 01/2024
  Lpl Financial, Llc
  Hauppauge, NY
• 08/2016 → 10/2016
  Staples
  Farmingdale, NY
• 01/2024 → Present
  Osaic Wealth, Inc.
  Hauppauge, NY

Previous Registrations

• 2021-10-19 → 2024-01-31
  Lpl Financial Llc
  Hauppauge, NY

Other Businesses

1) 12/2006 - Tax Prep/Accounting/CPA - Strategic Financial and Tax Planning Services - Investment Related - Hauppauge, NY 11788 2) 2/2021 - DBA for Osaic Business (entity for Osaic business) - STRATEGIC FINANCIAL & TAX PLANNING SERVICES - Investment Related - Hauppauge, NY 11788 3) STRATEGIC TAX PLANNING SERVICES LLC POSITION: Accountant NATURE: Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2022 ADDRESS: 150 Motor Parkway, Suite 101, Hauppauge NY 11788, United States DESCRIPTION: Prepare individual and corporate tax returns. 4) STRATEGIC FINANCIAL AND TAX PLANNING SERVICES POSITION: Financial Advisor NATURE: DBA for Osaic Business INVESTMENT RELATED: Yes NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 135 START DATE: 02/01/2021 ADDRESS: 150 Motor Parkway Suite 101, Hauppauge NY 11788, United States DESCRIPTION: DBA for Osaic Business

Exams

• S66 Uniform Combined State Law Examination
  2021-10-15