Sean P. Mcevilly
Professional summary
Sean Paul Mcevilly, who also goes by Sean Mcevilly, is a registered financial advisor currently at CRESCENT CAPITAL located in Phoenix, Arizona.
Sean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Sean has worked at 4 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 87, Series 86 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Sean Paul Mcevilly's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 10, 2023 - Present
CRESCENT CAPITAL
Office #1: 2801 E Camelback Road Suite 200, Phoenix, AZ 85016October 3, 2025 - Present
Office #1: 2801 E Camelback Road Suite 200, Pheonix, AZ 85016
June 2, 2020 - December 19, 2022
MORGAN STANLEY
May 5, 2020 - December 19, 2022
MORGAN STANLEY
March 20, 2017 - June 21, 2019
WELLS FARGO SECURITIES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/10/2023)
(10/3/2025)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationCurrent Firm
CRESCENT CAPITAL
CRD#: 324513 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 6 |
| AUM (Assets Under Management) | $ 24,160,000 |
Red Flags
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