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Sean C. Nolan
AE WEALTH MANAGEMENT
Bluffton, SC 29910
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CRD#: 5972712
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Professional summary
Sean Casey Nolan, who also goes by Sean Nolan, is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in Bluffton, South Carolina.
Sean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Sean has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Sean Nolan
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.) Family Focus Retirement Group, LLC, DBA Family Focus Financial Group; Yes Investment Related; 3350 Route 138 Building 1 Suite 112 Wall NJ 07719; Retirement Planning; Vice President; Start Date 02/2007; Approximately 160 hours a month; Approximately 07 hours a month during trading; Life Insurance, Annuity and Medicate Sales. 2.) Must be nice Media, Inc; Yes Investment Related; 3350 Route 138 Building 1 Suite 112 Wall NJ 07719;Graphic Design; President; Start Date 02/2015; Approximately 05 hours a month; Approximately 00 hours a month during trading; Project Management and Art Direction 3.) ETBC, LLC: Investment related: No; 7 Carroll Court, Bluffton, SC 29910; Expenses for mortgage, property maintenance, and liability insurance will be provided by ETBC, LLC.; Managing Member; Start Date 11/2022; Approx hours per month: 02; Approx hours during trading: 0; Landlord, Collection of Rent, and Payment of Expenses. There is a 50/50 ownership between Sean Nolan and Kathleen Nolan. 4.) Family Focus Private Wealth LLC.; Investment Related: Yes; 7 Carroll Ct, Bluffton, SC 29910; Booking AUM through this business to be paid out to advisors; Owner; Start Date 09/2025; Approx hours per month: 160; Approx hours during trading: 160; I own 50% as a managing member. Giving investment advice. Running the company.
CRS (Client Relationship Summary) - RIA
Click below to view Sean Casey Nolan'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®
NoneExperience
Current
May 10, 2022 - Present
AE WEALTH MANAGEMENT, LLC
Office #1: 7 Carroll Ct, Bluffton, SC 29910Office #2: 3350 State Route 138 Ste 112, Wall, NJ 07719Office #3: 3350 Highway 138 Ste 111, Wall, NJ 07719RIA
CRD#: 282580
Bluffton, SC
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".
AW
AE WEALTH MANAGEMENT, LLC
AE WEALTH MANAGEMENT, LLC
CRD#: 282580 / SEC#: 801-107319
RIA
Registered Investment Advisory firm - (2/17/2016 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
New Jersey(5/23/2022)
IAR
South Carolina(5/10/2022)
Current Firm
AW
AE WEALTH MANAGEMENT, LLC
AE WEALTH MANAGEMENT, LLC
CRD#: 282580 / SEC#: 801-107319
RIA
Registered Investment Advisory firm - (2/17/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2950 Sw Mcclure Road Suite B, Topeka, KS 66614
Mailing Address
Phone number
(866) 363-9595
Established
Firm type
Fiscal year end
# of Employees
602
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,059 |
| AUM (Assets Under Management) | $ 37,525,706,084 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
