AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
Sean Daniel Ryan

Sean D. Ryan

LAUREL OAK WEALTH MANAGEMENT | Financial Advisor
MARLTON, NJ 08053
Some features on this profile are disabled
CRD#: 5894165
Sean Daniel Ryan

Professional summary

Sean Daniel Ryan is a registered financial advisor currently at LAUREL OAK WEALTH MANAGEMENT, LLC located in Marlton, New Jersey.

Sean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Sean has worked at 2 firms and has passed the Series 66, Series 7TO, SIE, Series 3 and Series 30 exams.

top-8-questions

Question & Answer

What are your service offerings?
Investment Management
Estate Planning Strategies
Retirement Planning Strategies
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.
1.RAWN FAMILY PROPERTIES; INVESTMENT-RELATED; 186-198 WEST MILL RD, LONG VALLEY, NJ 07853; PROPERTY MANAGEMENT; FARMING AND PROPERTY RENTAL; 07/2008; 10 TO 19 HOURS PER MONTH; 0 DURING TRADING HOURS. 2.LONG VALLEY WRESTLING BOARD OF DIRECTORS; NOT INVESTMENT-RELATED; 43 SCHOOLEY'S MOUNTAIN ROAD, LONG VALLEY, NJ, 78537; TREASURER; 12/2021; 1 TO 9 HOURS PER MONTH; 0 DURING TRADING HOURS. 3. INSURANCE LICENSE; INVESTMENT-RELATED; 525 NJ-73, SUITE 200, MARLTON, NJ 08053; INSURANCE SALES AND ADVICE; 6/24; HOURS DEPENDENT ON CLIENT NEEDS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sean Daniel Ryan'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®
None

Experience

Current

July 23, 2025 - Present

LAUREL OAK WEALTH MANAGEMENT, LLC

Office #1: 525 Nj-73 Suite 200, Marlton, NJ 08053
RIA
CRD#: 336824
MARLTON, NJ
Past

May 24, 2021 - August 7, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
NEWARK, DE
Past

May 7, 2021 - August 7, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
NEWARK, DE

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
Delaware
(7/23/2025)
IAR
New Jersey
(7/23/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/21/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/7/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/19/2020
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 3/31/2010
National Commodity Futures Examination
Principal/Supervisory Exam
RR
Series 30
Date: 1/7/2013
NFA Branch Manager Examination

Current Firm

LO
LAUREL OAK WEALTH MANAGEMENT, LLC
LAUREL OAK WEALTH MANAGEMENT GROUP, LLC | TAORMINA WEALTH ADVISORY GROUP LLC | LAUREL OAK WEALTH MANAGEMENT, LLC

CRD#: 336824 / SEC#: 801-133907

RIA
Registered Investment Advisory firm - (7/18/2025 120-Day Approval)
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
525 Nj-73 Suite 200, Marlton, NJ 08053
Mailing Address
Phone number
(856) 519-0200
Established
Firm type
Fiscal year end
# of Employees
24

SEC notice filing (13 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV SUPPLEMENT WRAP BROCHURE - LAUREL OAK WEALTH MANAGEMENT (11/14/2025)
ADV 2A DISCLOSURE BROCHURE - LAUREL OAK WEALTH MANAGEMENT (11/14/2025)

Regulatory assets under management

Total Number of Accounts4,525
AUM (Assets Under Management)$ 1,336,284,410

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

LAUREL OAK WEALTH MANAGEMENT, LLC

Financial AdvisorCRD#: 336824Marlton, NJ 08053

TRUST BUT VERIFY

Monitor Sean Ryan

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

Similar Advisors

Robert Charles Boland
Robert BolandAdvisorCheck Check Mark
RBC CAPITAL MARKETS, LLC
IAR
RR
Malvern, PA
Peter F Gaertner
Peter GaertnerAdvisorCheck Check Mark
ROFFMAN MILLER ASSOCIATES INC
IAR
Philadelphia, PA
David Richard Ducharme
David DucharmeAdvisorCheck Check Mark
DUCHARME WEALTH ADVISORS, LLC
IAR
Jenkintown, PA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics