Sean Frederick Moynihan

Employer firm

The Patriot Financial Group, LLC CRD 172470

$2.64B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2000 → Present
  Sean Moynihan, Inc.
  Norfolk, MA
• 02/2017 → 06/2018
  Lpl Financial, Llc
  Shrewsbury, MA
• 09/2017 → Present
  The Patriot Financial Group
  Shrewsbury, MA
• 06/2018 → 12/2022
  Securities America, Inc.
  Norfolk, MA
• 02/2021 → Present
  Jps Financial
  Norfolk, MA
• 12/2022 → 01/2024
  Cetera Financial Specialists Llc
  Schaumburg, IL

Other Businesses

1) JPS FINANCIAL; NORFOLK, MA; INVESTMENT RELATED; FIXED INSURANCE; OWNER; SINCE 02/2021; 40 HRS/MO 2) FOUNDATION FIGHTING BLINDNESS; COLUMBIA, MD; NON-INVESTMENT RELATED; NATIONAL TRUSTEE; SINCE 01/1997; 8 HRS/MO 3) SEAN MOYNIHAN, INC.; NORFOLK, MA; NON-INVESTMENT RELATED; SCREENWRITER; OWNER; SINCE 01/2001; 1 HR/MO 4) The Norfolk Small Business Association; Norfolk MA; Non Investment Related; Member; Attend meetings; Since 02/2005; 2 HR/MO.

Exams

• S66 Uniform Combined State Law Examination
  2017-07-18

Other Names

• Sean Moynihan