Sean Bradley Moynahan

Employer firm

King Wealth Management Group, LLC CRD 159550

$1.08B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 04/2021 → Present
  King Wealth Management Group, Llc
  Saratoga Springs, NY
• 02/2010 → 04/2021
  Preville Technology Services
  Latham, NY

Other Businesses

1. Sandhill Pottery; not investment related; 131 Sandhill Rd, Greenfield Center, NY 12833; Ceramics business; Owner; 2013 to present; 10 hours per month; 0 hours during trading hours; making ceramics.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-11-01

Designations

• Certified Financial Planner