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Sean Patrick Shaughnessy

Charles Schwab & Co., Inc.

Tysons Corner, VA

CRD 7486896

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Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2022-10-20
  • VA RA
    APPROVED
    Since 2022-10-20

Branch Locations

1650 Tysons Blvd Suite 150, Tysons Corner, VA 22102-4856 • 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
Charles Schwab & Co., Inc. Tysons Corner VA 01/2022 Present
Dixon Hughes Goodman Tysons VA 10/2021 12/2021
Charles Schwab Bank, Ssb Tysons Corner VA 01/2022 Present
Full Time Education Fairfax VA 08/2016 05/2022
  • 01/2022 → Present
    Charles Schwab & Co., Inc.
    Tysons Corner, VA
  • 10/2021 → 12/2021
    Dixon Hughes Goodman
    Tysons, VA
  • 01/2022 → Present
    Charles Schwab Bank, Ssb
    Tysons Corner, VA
  • 08/2016 → 05/2022
    Full Time Education
    Fairfax, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-20
  • S66 Uniform Combined State Law Examination
    2022-10-20
Designations
  • Certified Financial Planner
Other Names
  • Sean Shaughnessy
  • Sean P. Shaughnessy

View on SEC IAPD

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