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Sean Michael Casullo

Crown Wealth Group LLC

Charlotte, NC

CRD 7403983

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Employer firm

Crown Wealth Group LLC CRD 299732

$502M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • ON-GOING FINANCIAL PLANNING/ PERSONAL CFO SERVICES/ESTATE PLANNING

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

Current Employers
Crown Wealth Group Llc

2108 South Boulevard Unit 300, Charlotte, NC 28203 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-11-29
NC RA APPROVED 2022-07-11
  • TX RA
    APPROVED
    Since 2023-11-29
  • NC RA
    APPROVED
    Since 2022-07-11

Branch Locations

2108 South Boulevard Unit 300, Charlotte, NC 28203 • 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
Sanderson Wealth Management, Llc Buffalo NY 06/2011 06/2022
Crown Wealth Group Llc Charlotte NC 07/2022 Present
Previous Registrations
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Investors

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PHILIP REESE BAILEY
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Nearby Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC

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