Sean C. Devlin
STRATEGIC ADVISERS LLC | Financial Consultant
OVERLAND PARK, KS
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CRD#: 4699928
Professional summary
Sean Christopher Devlin, who also goes by Sean Devlin, Sean C Devlin, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Overland Park, Kansas and FIDELITY BROKERAGE SERVICES LLC located in Overland Park, Kansas.
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 63, Series 66, SIE, Series 7, Series 6 and Series 24 exams.
Biography
I have been in the financial industry for more than 15 years, and have worked with clients and families like yours. My passion lies with educating clients to realize their financial goals. My commitment to you is that I will assist you with your selection of a wealth management strategy that benefits you and your family now and in years to come.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Sean Devlin | Sean C Devlin
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 Christopher Devlin'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
Benedictine College
Bachelor of Arts (BA) - Sociology
2002
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 11200 Nall Avenue, Overland Park, KS 66211-1233RIA
CRD#: 104555
OVERLAND PARK, KS
Current
December 13, 2018 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 11200 Nall Avenue, Overland Park, KS 66211BD
CRD#: 7784
Overland Park, KS
Past
December 26, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
OVERLAND PARK, KS
Past
December 11, 2014 - August 15, 2018
CREATIVEONE SECURITIES, LLC
RIA
CRD#: 152974
LEAWOOD, KS
Past
November 12, 2014 - August 15, 2018
CREATIVEONE SECURITIES, LLC
BD
CRD#: 152974
LEAWOOD, KS
Past
June 21, 2012 - December 31, 2012
AMERICAN CENTURY BROKERAGE, INC.
BD
CRD#: 42846
KANSAS CITY, MO
Past
February 22, 2010 - December 31, 2012
AMERICAN CENTURY ADVISORY SERVICES, INC.
RIA
CRD#: 121974
KANSAS CITY, MO
Past
February 13, 2009 - November 19, 2013
AMERICAN CENTURY INVESTMENT SERVICES INC.
BD
CRD#: 17437
KANSAS CITY, MO
Past
December 4, 2003 - March 20, 2006
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
OVERLAND PARK, KS
Past
November 4, 2003 - March 20, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
November 4, 2003 - March 20, 2006
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
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
Arizona(1/9/2020)
RR
Arkansas(3/12/2021)
RR
California(3/25/2023)
RR
Colorado(3/2/2024)
RR
Connecticut(2/12/2021)
RR
Florida(1/6/2020)
RR
Georgia(10/23/2020)
RR
Illinois(10/1/2020)
RR
Iowa(3/4/2020)
RR
Kansas(12/19/2018)
IAR
Kansas(3/31/2025)
RR
Kentucky(3/29/2021)
RR
Maryland(9/16/2024)
RR
Massachusetts(7/2/2020)
RR
Missouri(1/4/2019)
RR
Nebraska(6/10/2020)
RR
New Jersey(6/10/2020)
RR
New Mexico(8/4/2025)
RR
New York(2/5/2021)
RR
Ohio(5/13/2025)
RR
Oklahoma(5/16/2019)
RR
Oregon(1/7/2022)
RR
Pennsylvania(7/8/2022)
RR
Tennessee(7/19/2024)
RR
Texas(4/8/2019)
IAR
Texas(3/31/2025)
RR
Virginia(10/22/2020)
RR
West Virginia(9/16/2024)
RR
Wisconsin(7/8/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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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
Financial ConsultantCRD#: 104555Overland Park, KSTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
