Sean M. Green

AMPLIUS WEALTH ADVISORS

Blue Bell, PA 19422

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CRD#: 7959281

Professional summary

Sean Michael Green is a registered financial advisor currently at AMPLIUS WEALTH ADVISORS located in Blue Bell, Pennsylvania.

Sean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Sean has worked at 1 firm 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.

Main Line Boxing LLC; Non-Investment Related; 234 Cliveden Avenue, Glenside, PA 19038; Personal Trainer; 01/01/2022 start date; 25 hours/month; 0 hours during security trading hours; in home personal training.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sean Michael Green'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

July 22, 2024 - Present

AMPLIUS WEALTH ADVISORS

Office #1: 1787 Sentry Parkway West Veva 16, Suite 100, Blue Bell, PA 19422

RIA

CRD#: 312463

Blue Bell, 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".

AMPLIUS WEALTH ADVISORS

AMPLIUS WEALTH ADVISORS | AMPLIUS WEALTH ADVISORS, LLC

CRD#: 312463 / SEC#: 801-120341

RIA

Registered Investment Advisory firm - (2/16/2021 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

Pennsylvania
(7/22/2024)

IAR

Texas
(5/14/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/6/2024

Uniform Investment Adviser Law Examination

Current Firm

AMPLIUS WEALTH ADVISORS

AMPLIUS WEALTH ADVISORS | AMPLIUS WEALTH ADVISORS, LLC

CRD#: 312463 / SEC#: 801-120341

RIA

Registered Investment Advisory firm - (2/16/2021 Approved)

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Contact information

Main Address

1787 Sentry Parkway West Veva 16, Suite 100, Blue Bell, PA 19422

Mailing Address

Phone number

(215) 310-7770

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AMPLIUS ADV 2A FIRM BROCHURE (3/3/2025)

Regulatory assets under management

Total Number of Accounts	2,773
AUM (Assets Under Management)	$ 1,534,608,463

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.

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Sean M. Green

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sean Michael Green's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMPLIUS WEALTH ADVISORS

Primary Firm SEC Registration

AMPLIUS WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 7/6/2024

Current Firm

AMPLIUS WEALTH ADVISORS

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AMPLIUS WEALTH ADVISORS

TRUST BUT VERIFY

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