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

Sean Culhane

KEEFE, BRUYETTE & WOODS
New York, NY 10019
Some features on this profile are disabled
CRD#: 7476360
SC

Professional summary


Sean Culhane is a registered financial professional currently at KEEFE, BRUYETTE & WOODS, INC. located in New York, New York.

Sean is registered as a RR (Registered Representative) and started their career in finance in 2023. Sean has worked at 1 firm and has passed the Series 87, Series 86 and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Sean Culhane'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

June 9, 2023 - Present

KEEFE, BRUYETTE & WOODS, INC.

Office #1: 787 7th Avenue, New York, NY 10019
BD
CRD#: 481
New York, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 87
Date: 6/9/2023
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange

Current Firm


KEEFE, BRUYETTE & WOODS, INC.
KEEFE, BRUYETTE & WOODS, INC.
KEEFE, BRUYETTE & WOODS, INC.

CRD#: 481 / SEC#: , 8-10888

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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
787 7th Avenue, New York, NY 10019
Mailing Address
787 7th Avenue 4th Floor, New York, NY 10019
Phone number
(212) 887-7777
Established
New York since 06/11/1962
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (52 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
KBW, LLCLIMITED LIABILITTY CORPORATION
ANDERSON, SCOTT RANDALLDIRECTOR2154345
BERRY, JOSEPH SCOTTDIRECTOR2868513
DAVIS, ERICKSON PDIRECTOR4974063
FISHER, MARKGENERAL COUNSEL4970942
GRANT, ROBERT JDIRECTOR4861012
JOHNSTONE, MARYCHIEF COMPLIANCE OFFICER1170408
KELLEY, MATTHEWDIRECTOR5330646
MELINGER, ADAM SCOTTROSFP2373020
MICHAUD, THOMAS BEAULIEUCHIEF EXECUTIVE OFFICER, CHAIRMAN AND PRESIDENT1672278
SMITH, RICHARD WILLIAMPRINCIPAL FINANCIAL OFFICER & PRINCIPAL OPERATIONS OFFICER1333488
WIRTH, PETER JOHNDIRECTOR1623159

Disclosures


Regulatory Event17
Bond1

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


KEEFE, BRUYETTE & WOODS, INC.

KEEFE, BRUYETTE & WOODS, INC.

CRD#: 481New York, NY 10019

TRUST BUT VERIFY

Monitor Sean Culhane

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

Similar Advisors


Richard Gaspare Dragotta
Richard DragottaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Paramus, NJ
Peter Faulkner Kettle
Peter KettleAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Brooklyn, NY
Diane E Finnerty
Diane FinnertyAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
New York, NY
footer-logo

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