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Sean Strock Mccarthy

Amj Financial Wealth Management LLC

Leesburg, VA

Leesburg, VA

CRD 8111796

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Employer firm

Amj Financial Wealth Management LLC CRD 162878

$482M regulatory AUM 3 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:

Current Employers
Amj Financial Wealth Management Llc

44160 Scholar Plaza Suite 490, Leesburg, VA 20176 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-12-05
  • VA RA
    APPROVED
    Since 2025-12-05

Branch Locations

44160 Scholar Plaza Suite 490, Leesburg, VA 20176 • United States

44160 Scholar Plaza Suite 490, Leesburg, VA 20176 • 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
Amj Financial Wealth Management Leesburg VA 06/2025 Present
Bogart Wealth Mclean VA 06/2024 08/2024
Troon Gold Gainesville VA 05/2021 08/2023
Farmers Insurance Chantilly VA 05/2020 07/2020
Sprint Gainesville VA 11/2018 02/2019
Battlefield High School Haymarket VA 08/2016 05/2020
Duquesne University Pittsburgh PA 08/2020 05/2021
Virginia Tech University Blacksburg VA 08/2022 05/2025
Northern Virginia Community College Manassas VA 08/2021 07/2022
  • 06/2025 → Present
    Amj Financial Wealth Management
    Leesburg, VA
  • 06/2024 → 08/2024
    Bogart Wealth
    Mclean, VA
  • 05/2021 → 08/2023
    Troon Gold
    Gainesville, VA
  • 05/2020 → 07/2020
    Farmers Insurance
    Chantilly, VA
  • 11/2018 → 02/2019
    Sprint
    Gainesville, VA
  • 08/2016 → 05/2020
    Battlefield High School
    Haymarket, VA
  • 08/2020 → 05/2021
    Duquesne University
    Pittsburgh, PA
  • 08/2022 → 05/2025
    Virginia Tech University
    Blacksburg, VA
  • 08/2021 → 07/2022
    Northern Virginia Community College
    Manassas, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-05
  • S65 Uniform Investment Adviser Law Examination
    2025-12-05

View on SEC IAPD

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