Sean Michael Mckeegan

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 04/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporate
  Pennington, NJ
• 08/2025 → 04/2026
  Roxiticus Country Club
  Mendham, NJ
• 11/2024 → 08/2025
  Barclay Water Management
  Edison, NJ
• 09/2021 → 05/2025
  Rutgers University
  New Brunswick, NJ
• 09/2020 → 08/2021
  Ocean County College
  Toms River, NJ
• 04/2017 → 09/2021
  Jackson Soccer Club
  Jackson, NJ
• 05/2016 → 09/2016
  Goetz
  Jackson, NJ
• 04/2016 → 04/2017
  High School At Jackson Memorial
  Jackson, NJ
• 08/2019 → 10/2019
  Pvh Corp
  Jackson, NJ
• 07/2025 → 09/2025
  Fedex
  Jackson, NJ

Exams

• S66 Uniform Combined State Law Examination
  2026-07-09

Other Names

• Sean M Mckeegan