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Sean L Parry

Sean L. Parry

STRATEGIC ADVISERS LLC | Financial Consultant
LOS ANGELES, CA
Some features on this profile are disabled
CRD#: 7015825
Sean L Parry

Professional summary

Sean L Parry, CFP®, CPWA®, who also goes by Sean Parry, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Los Angeles, California and FIDELITY BROKERAGE SERVICES LLC located in Los Angeles, California.

Sean is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Sean has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Biography

As a Financial Consultant I spend the majority of my time understanding my client's goals, desires, and motivations, to help them build a uniquely tailored financial plan. We will work together on an ongoing basis to ensure this is being accomplished, as well as make timely adjustments when needed.
top-8-questions

Question & Answer

What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes

Aliases

Sean Parry

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sean L Parry'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®
CFP®

Certified Financial Planner

Start date: 2021

CPWA®

Certified Private Wealth Advisor

Start date: 2022-08-16

Expire date: 2024-07-31

Education

University of Southern California

Master of Business Administration (MBA) - Management

2019

Loyola Marymount University

Bachelor of Business Administration (BBA) - Management

2006

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 2000 Avenue Of The Stars, Los Angeles, CA 90067
RIA
CRD#: 104555
LOS ANGELES, CA
Current

April 11, 2021 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 2000 Ave Of The Stars N. Tower, Los Angeles, CA 90067
BD
CRD#: 7784
Los Angeles, CA
Past

April 20, 2021 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
LOS ANGELES, CA
Past

January 21, 2020 - March 30, 2021

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
LOS ANGELES, CA
Past

December 5, 2019 - March 30, 2021

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
LOS ANGELES, CA
Past

October 11, 2018 - November 12, 2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
LOS ANGELES, 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".
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
Alaska
(3/10/2022)
RR
Arizona
(3/28/2023)
RR
California
(4/11/2021)
IAR
California
(3/31/2025)
RR
Colorado
(7/8/2022)
RR
Connecticut
(5/3/2024)
RR
Florida
(11/29/2022)
RR
Georgia
(7/19/2024)
RR
Hawaii
(6/7/2021)
RR
Massachusetts
(1/7/2022)
RR
Nevada
(10/2/2023)
RR
New Jersey
(4/27/2021)
RR
New York
(4/11/2021)
RR
North Carolina
(12/1/2021)
RR
Oregon
(7/11/2022)
RR
Pennsylvania
(6/8/2022)
RR
South Carolina
(5/14/2024)
RR
South Dakota
(11/18/2022)
RR
Tennessee
(5/3/2024)
IAR
Texas
(3/31/2025)
RR
Texas
(5/22/2025)
RR
Utah
(12/2/2024)
RR
Virgin Islands
(6/17/2025)
RR
Virginia
(12/9/2024)
RR
Washington
(3/19/2024)
RR
Wisconsin
(4/8/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/17/2019
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/16/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/12/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/11/2018
General Securities Representative Examination
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)
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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)

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

FIDELITY GO (12/5/2025)
FIDELITY STRATEGIC DISCIPLINES (11/10/2025)
FIDELITY WEALTH SERVICES (9/10/2025)
STRATEGIC ADVISERS LLC (9/10/2025)
FIDELITY MANAGED FIDFOLIOS (3/31/2025)
FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)
FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
Cover Page
Report

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#: 104555Los Angeles, CA

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Contact information

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