SP
Sean Pullman
PULLMAN WEALTH
MONTCLAIR, NJ
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CRD#: 8001048
SP
Sean PullmanPULLMAN WEALTH
Professional summary
Sean Pullman is a registered financial advisor currently at PULLMAN WEALTH located in Montclair, New Jersey.
Sean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Sean has worked at 1 firm and has passed the Series 65 and SIE exams.
At a Glance
Always Fiduciary
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.
CRS (Client Relationship Summary) - RIA
Click below to view Sean Pullman's 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®
NoneExperience
Current
July 10, 2026 - Present
PULLMAN WEALTH
RIA
CRD#: 340431
MONTCLAIR, NJ
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 Jersey(7/10/2026)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
PW
PULLMAN WEALTH
PULLMAN WEALTH | WELLMONT ADVISORY LLC | WELLMONT ADVISORY | PULLMAN WEALTH LLC
CRD#: 340431 / SEC#:
New Jersey
Registered Investment Advisory firm - (7/10/2026 Approved)Loading...
Contact information
Main Address
Montclair, NJ
Mailing Address
Phone number
(908) 448-9713
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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