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Sean Michael Green

Amplius Wealth Advisors

Blue Bell, PA

CRD 7959281

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Employer firm

Amplius Wealth Advisors CRD 312463

$1.74B regulatory AUM 9 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Amplius Wealth Advisors

1787 Sentry Parkway West Veva 16, Suite 100, Blue Bell, PA 19422 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-14
PA RA APPROVED 2024-07-22
  • TX RA
    APPROVED
    Since 2025-05-14
  • PA RA
    APPROVED
    Since 2024-07-22

Branch Locations

1787 Sentry Parkway West Veva 16, Suite 100, Blue Bell, PA 19422 • 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
Amplius Wealth Advisors Blue Bell PA 07/2024 Present
Pmc Property Group Philadelphia PA 04/2016 07/2018
Genesis Rehab Services Kennett Square PA 10/2020 07/2021
Benchmark Therapies Warminster PA 04/2021 01/2024
Main Line Boxing Llc Glenside PA 01/2022 Present
Butler County College Oak Hills PA 07/2018 10/2020
  • 07/2024 → Present
    Blue Bell, PA
  • 04/2016 → 07/2018
    Pmc Property Group
    Philadelphia, PA
  • 10/2020 → 07/2021
    Genesis Rehab Services
    Kennett Square, PA
  • 04/2021 → 01/2024
    Benchmark Therapies
    Warminster, PA
  • 01/2022 → Present
    Main Line Boxing Llc
    Glenside, PA
  • 07/2018 → 10/2020
    Butler County College
    Oak Hills, PA
Other Businesses

Main Line Boxing LLC; Non-Investment Related; 234 Cliveden Avenue, Glenside, PA 19038; Personal Trainer; 01/01/2022 start date; 25 hours/month; 0 hours during security trading hours; in home personal training.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-06
  • S65 Uniform Investment Adviser Law Examination
    2024-07-06

View on SEC IAPD

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