Sean R. Irwin
STRATEGIC ADVISERS LLC | Vice President, Executive Planning Consultant
GLENDALE, CA
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CRD#: 4626610
Professional summary
Sean Roderick Irwin, who also goes by Sean Roderick Irwin, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Glendale, California and FIDELITY BROKERAGE SERVICES LLC located in Salt Lake City, Utah.
Sean is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Sean has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 9, Series 10, Series 53 and Series 24 exams.
Biography
As an Executive Planning Consultant for Fidelity Investments, I co-create financial plans with corporate executive by integrating workplace benefits with broader wealth planning strategies. This holistic approach helps the executive and their family by both customizing the unique options available to them, and aligning with their personal financial goals and objectives.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Sean Roderick Irwin
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.
CRS (Client Relationship Summary) - RIA
Click below to view Sean Roderick Irwin's 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®
NoneEducation
Boston College School of Management
Master of Business Administration (MBA) - Business
2001
Springfield College
Bachelor of Science (BS) - Health Fitness
1991
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
GLENDALE, CA
Current
August 8, 2011 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 279 West South Temple, Salt Lake City, UT 84104BD
CRD#: 7784
Salt Lake City, UT
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SALT LAKE CITY, UT
Past
October 11, 2011 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
WOODLAND HILLS, CA
Past
May 2, 2009 - July 19, 2011
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
VAN NUYS, CA
Past
May 2, 2009 - July 19, 2011
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
VAN NUYS, CA
Past
February 18, 2009 - May 2, 2009
WAMU INVESTMENTS, INC.
RIA
CRD#: 599
ALTADENA, CA
Past
February 17, 2009 - May 2, 2009
WAMU INVESTMENTS, INC.
BD
CRD#: 599
ALTADENA, CA
Past
April 25, 2008 - February 6, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
RIA
CRD#: 16361
PASADENA, CA
Past
April 25, 2008 - February 6, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
PASADENA, CA
Past
September 6, 2005 - April 30, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
PASADENA, CA
Past
September 2, 2005 - April 30, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
PASADENA, CA
Past
May 13, 2005 - September 2, 2005
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
SAN FRANCISCO, CA
Past
February 7, 2003 - September 2, 2005
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
NEW YORK, NY
Past
February 7, 2003 - September 2, 2005
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SPRINGFIELD, MA
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/6/2024)
RR
Alaska(1/6/2024)
RR
Arizona(4/23/2020)
RR
Arkansas(8/6/2020)
RR
California(8/8/2011)
IAR
California(3/31/2025)
RR
Colorado(4/23/2020)
RR
Connecticut(4/23/2020)
RR
Delaware(1/6/2024)
RR
District of Columbia(3/4/2022)
RR
Florida(4/23/2020)
RR
Georgia(4/23/2020)
RR
Hawaii(8/8/2020)
RR
Idaho(6/4/2021)
RR
Illinois(9/18/2020)
RR
Indiana(12/3/2020)
RR
Iowa(5/6/2022)
RR
Kansas(8/13/2021)
RR
Kentucky(1/6/2024)
RR
Louisiana(11/13/2020)
RR
Maine(7/8/2022)
RR
Maryland(5/6/2022)
RR
Massachusetts(1/14/2016)
RR
Michigan(3/4/2022)
RR
Minnesota(1/6/2024)
RR
Mississippi(1/6/2024)
RR
Missouri(10/15/2021)
RR
Montana(9/9/2022)
RR
Nebraska(1/6/2024)
RR
Nevada(1/5/2018)
RR
New Hampshire(1/6/2024)
RR
New Jersey(11/13/2020)
RR
New Mexico(1/6/2024)
RR
New York(4/23/2020)
RR
North Carolina(4/9/2021)
RR
North Dakota(1/6/2024)
RR
Ohio(12/4/2020)
RR
Oklahoma(1/6/2024)
RR
Oregon(12/3/2020)
RR
Pennsylvania(2/12/2021)
RR
Rhode Island(1/6/2024)
RR
South Carolina(4/23/2020)
RR
South Dakota(1/6/2024)
RR
Tennessee(2/12/2021)
RR
Texas(1/14/2016)
IAR
Texas(3/31/2025)
RR
Utah(1/14/2016)
RR
Vermont(1/6/2024)
RR
Virginia(2/12/2021)
RR
Washington(4/23/2020)
RR
West Virginia(1/6/2024)
RR
Wisconsin(1/6/2024)
RR
Wyoming(1/6/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Executive Planning ConsultantCRD#: 104555Glendale, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
