Sean Reid Flynn

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

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

• 03/2013 → 10/2017
  Charles Schwab & Co., Inc.
  Burlington, MA
• 10/2017 → 06/2022
  Raymond James Financial Services Advisors, Inc.
  Westborough, MA
• 10/2017 → 10/2018
  Boston Harbor Wealth Advisors, Llc
  Acton, MA
• 10/2017 → 06/2022
  Raymond James Financial Services Advisors Inc.
  Westborough, MA
• 06/2018 → 06/2022
  Lwo, Llc
  Westborough, MA
• 06/2022 → Present
  Charles Schwab & Co., Inc
  Cumming, GA
• 12/2025 → Present
  Schwab Wealth Advisory, Inc.
  Cumming, GA

Previous Registrations

• 2017-10-31 → 2022-07-07
  Raymond James Financial Services Advisors, Inc
  Acton, MA
  Acton, MA
  Sarasota, FL
• 2017-10-23 → 2018-10-30
  Boston Harbor Wealth Advisors, Llc
  Acton, MA
• 2016-06-07 → 2017-10-19
  Charles Schwab & Co., Inc.
  Austin, TX
  Burlington, MA

Exams

• S66 Uniform Combined State Law Examination
  2016-06-07
• S63 Uniform Securities Agent State Law Examination
  2013-07-09

Other Names

• Sean R Flynn
• Sean Reid Flynn
• Sean Flynn