Sean P. Mccullough

ATLAS WEALTH PARTNERS LLC

Wyomissing, PA 19610

Some features on this profile are disabled

CRD#: 3073986

Professional summary

Sean Patrick Mccullough, CFP® is a registered financial advisor currently at ATLAS WEALTH PARTNERS LLC located in Wyomissing, Pennsylvania.

Sean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Sean has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sean Patrick Mccullough's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

October 1, 2015 - Present

ATLAS WEALTH PARTNERS LLC

Office #1: 2 Meridian Boulevard First Floor, Wyomissing, PA 19610

RIA

CRD#: 175219

Wyomissing, PA

Past

February 8, 2011 - September 15, 2015

MORGAN STANLEY

RIA

CRD#: 149777

WYOMISSING, PA

Past

June 1, 2009 - September 15, 2015

MORGAN STANLEY

CRD#: 149777

WYOMISSING, PA

Past

June 9, 2006 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

WYOMISSING, PA

Past

August 21, 1998 - June 13, 2006

MORGAN STANLEY DW INC.

CRD#: 7556

WYOMISSING, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ATLAS WEALTH PARTNERS LLC

ATLAS WEALTH PARTNERS LLC | DUNBAR WEALTH PARTNERS LLC

CRD#: 175219 / SEC#: 801-102469

RIA

Registered Investment Advisory firm - (7/24/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(10/1/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/2/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/27/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/15/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 9/2/1998

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 8/20/1998

General Securities Representative Examination

Current Firm

ATLAS WEALTH PARTNERS LLC

ATLAS WEALTH PARTNERS LLC | DUNBAR WEALTH PARTNERS LLC

CRD#: 175219 / SEC#: 801-102469

RIA

Registered Investment Advisory firm - (7/24/2015 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2 Meridian Boulevard First Floor, Wyomissing, PA 19610

Mailing Address

Phone number

(610) 268-6807

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A (3/20/2025)

Regulatory assets under management

Total Number of Accounts	812
AUM (Assets Under Management)	$ 222,195,437

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Sarah Darling

LPL FINANCIAL LLC

IAR

EPHRATA, PA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Sean P. Mccullough

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sean Patrick Mccullough's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

ATLAS WEALTH PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/2/1998

Series 63

Date: 8/27/1998

SIE

Date: 9/15/2015

Series 31

Date: 9/2/1998

Series 7

Date: 8/20/1998

Current Firm

ATLAS WEALTH PARTNERS LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ATLAS WEALTH PARTNERS LLC

TRUST BUT VERIFY

Similar Advisors