Sean Joseph Mcginn

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 05/2017 → 03/2019
  Rockwood Wealth Management
  New Hope, PA
• 05/2017 → 03/2019
  Rockwood Wealth Management
  New Hope, PA
• 07/2015 → 04/2017
  Generations To Come Financial Planning
  Clinton, NJ
• 04/2020 → 12/2020
  Raymond James Financial Services Advisors, Inc.
  West Deptford, NJ
• 04/2020 → 12/2020
  Eagle Wealth Strategies Support Company/Dba (Non-Owner)
  West Deptford, NJ
• 10/2019 → 12/2020
  Raymond James Financial Services, Inc.
  West Deptford, NJ
• 03/2019 → 10/2019
  Unemployed
  Philadelphia, PA
• 12/2020 → 06/2024
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 07/2024 → Present
  Focus Partners Wealth, Llc
  Clayton, MO

Previous Registrations

• 2021-03-23 → 2024-11-14
  Buckingham Strategic Wealth, Llc
  St Louis, MO
  Wyomissing, PA
• 2020-04-07 → 2020-12-15
  Raymond James Financial Services Advisors, Inc
  West Deptford, NJ
• 2017-11-09 → 2019-03-12
  Rockwood Wealth Management, Llc
  New Hope, PA

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-10-02
• S65 Uniform Investment Adviser Law Examination
  2017-11-09

Other Names

• Sean Mcginn