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Sean Patrick Rogers

Evermay Wealth Management, LLC

Arlington, VA

CRD 7391910

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Employer firm

Evermay Wealth Management, LLC CRD 149230

$1.33B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
Evermay Wealth Management, Llc

3901 Fairfax Drive Suite 400, Arlington, VA 22203 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-03-08
  • VA RA
    APPROVED
    Since 2025-03-08

Branch Locations

3901 Fairfax Drive Suite 400, Arlington, VA 22203 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Evermay Wealth Management, Llc Arlington VA 06/2022 Present
University Of Maryland College Park MD 08/2018 05/2022
Damascus High School Damascus MD 08/2014 08/2018
  • 06/2022 → Present
    Evermay Wealth Management, Llc
    Arlington, VA
  • 08/2018 → 05/2022
    University Of Maryland
    College Park, MD
  • 08/2014 → 08/2018
    Damascus High School
    Damascus, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-07
  • S65 Uniform Investment Adviser Law Examination
    2025-03-07

View on SEC IAPD

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Nearby Investors

MICHAEL ANTHONY GARCIA
DAMIEN Rolando BARROS
Karla Maria Calcano Jimenez

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Arlington, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ARLINGTON, VA
DELIBERATE CAPITAL · ARLINGTON, VA

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