Sean Nicholas Donovan

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY 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

• 03/2021 → 07/2025
  Cadaret Grant & Co., Inc.
  New Canaan, CT
• 06/2012 → 12/2018
  New Canaan High School
  New Canaan, CT
• 09/2018 → 02/2021
  Russell Speeders Car Wash
  Bedford Hills, NY
• 07/2025 → Present
  Lpl Financial Llc
  New Canaan, CT

Previous Registrations

• 2024-02-13 → 2025-07-10
  Cadaret, Grant & Co., Inc.
  Syracuse, NY
  New Canaan, CT
  Syracuse, NY
  Syracuse, NY

Other Businesses

1- 07/2025 - Kusel Associates - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/06/2021 - 165 hours per month/ 130 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-12
• S63 Uniform Securities Agent State Law Examination
  2023-03-20