Sean M. Shannon

MONOGRAPH WEALTH ADVISORS

MANHATTAN BEACH, CA 90266

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CRD#: 5270198

Professional summary

Sean Michael Shannon, CFA, CFP® is a registered financial advisor currently at MONOGRAPH WEALTH ADVISORS, LLC located in Manhattan Beach, California.

Sean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Sean has worked at 3 firms and has passed the Series 63 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.

Name: Libretto, LLC Investment-Related: Yes Address: 830 South Pacific Coast Highway Suite 202, El Segundo, CA 90245 Nature of business: Financial Planning Software Position: Member Start Date of Relationship: 7/14/2015 Hours/Month: 5 Hours during securities trading hours: 0 Duties: provide software and strategy improvements for Jeffery Coyle, Founder of Libretto, LLC Name: Shannon Family Inc. Investment-Related: No Address: 586 36th Street, Manhattan Beach, CA 90266 Nature of business: Entity (S-corp) which holds Mr. Shannon's financial interests in Monograph Wealth Advisors, LLC Position: President & Secretary Start Date of Relationship: 7/2018 Hours/Month: 1 Hours during securities trading hours: 0 Duties: Administration of S-corp

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sean Michael Shannon'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®

CFA

Chartered Financial Analyst

CFP^®

Certified Financial Planner

Start date: 2011

Experience

Current

February 5, 2016 - Present

MONOGRAPH WEALTH ADVISORS, LLC

Office #1: 1230 Rosecrans Avenue Suite 425, Manhattan Beach, CA 90266

RIA

CRD#: 173949

MANHATTAN BEACH, CA

Past

September 24, 2012 - July 16, 2015

LOURDMURRAY

RIA

CRD#: 140305

BEVERLY HILLS, CA

Past

January 24, 2007 - May 11, 2010

DFA SECURITIES LLC

CRD#: 10292

SANTA MONICA, CA

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".

MONOGRAPH WEALTH ADVISORS, LLC

MONOGRAPH | MONOGRAPH WEALTH ADVISORS, LLC

CRD#: 173949 / SEC#: 801-80679

RIA

Registered Investment Advisory firm - (1/2/2015 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

California
(2/5/2016)

IAR

Texas
(4/23/2020)

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

Series 63

Date: 1/15/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/23/2007

General Securities Representative Examination

Current Firm

MONOGRAPH WEALTH ADVISORS, LLC

MONOGRAPH | MONOGRAPH WEALTH ADVISORS, LLC

CRD#: 173949 / SEC#: 801-80679

RIA

Registered Investment Advisory firm - (1/2/2015 Approved)

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Contact information

Main Address

1230 Rosecrans Avenue Suite 425, Manhattan Beach, CA 90266

Mailing Address

Phone number

(310) 496-7377

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MONOGRAPH WEALTH ADVISORS - FORM ADV PART 2A (9/26/2025)

Regulatory assets under management

Total Number of Accounts	1,059
AUM (Assets Under Management)	$ 2,578,025,744

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.

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Sean M. Shannon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sean Michael Shannon's CRS (Customer Relationship Summary).

Certified licenses

Experience

MONOGRAPH WEALTH ADVISORS, LLC

LOURDMURRAY

DFA SECURITIES LLC

Primary Firm SEC Registration

MONOGRAPH WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/15/2008

Series 7

Date: 1/23/2007

Current Firm

MONOGRAPH WEALTH ADVISORS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MONOGRAPH WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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