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SD

Sean M. Dann

RANGE ADVISORY
New York, NY 10017
Some features on this profile are disabled
CRD#: 7535061
SD

Professional summary

Sean Michael Dann is a registered financial advisor currently at RANGE ADVISORY, LLC located in New York, New York.

Sean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Sean has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sean Michael Dann'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

March 19, 2026 - Present

RANGE ADVISORY, LLC

Office #1: 685 Third Avenue 2nd Floor, New York, NY 10017
RIA
CRD#: 321969
New York, NY
Past

December 1, 2025 - March 20, 2026

CREATIVE PLANNING

RIA
CRD#: 105348
Doylestown, PA
Past

August 25, 2022 - December 10, 2025

THE MARSHALL FINANCIAL GROUP, INC

RIA
CRD#: 110935
DOYLESTOWN, PA

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".
RA
RANGE ADVISORY, LLC
PYLON INC | RANGE FINANCE, INC. | RANGE ADVISORY, LLC

CRD#: 321969 / SEC#: 801-125927

RIA
Registered Investment Advisory firm - (6/23/2022 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 York
(3/19/2026)
IAR
Pennsylvania
(3/19/2026)
IAR
Texas
(3/19/2026)
IAR
Virginia
(3/19/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/25/2022
Uniform Investment Adviser Law Examination

Current Firm

RA
RANGE ADVISORY, LLC
PYLON INC | RANGE FINANCE, INC. | RANGE ADVISORY, LLC

CRD#: 321969 / SEC#: 801-125927

RIA
Registered Investment Advisory firm - (6/23/2022 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
8270 Greensboro Drive Suite 910, Mclean, VA 22102
Mailing Address
440 Monticello Ave Ste 1802 Pmb 32321, Norfolk, VA 23510-2670
Phone number
(703) 261-4126
Established
Firm type
Fiscal year end
# of Employees
38

SEC notice filing (51 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

RANGE ADVISORY ADV BROCHURE MARCH 2026 (3/20/2026)

Regulatory assets under management

Total Number of Accounts3,788
AUM (Assets Under Management)$ 653,945,567

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

RANGE ADVISORY, LLC

CRD#: 321969New York, NY 10017

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