Sean
Mccullough
Atlas Wealth Partners LLC
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About this Advisor
Sean Mccullough is a certified financial planner who works in Reading, Pennsylvania with a total of 8 years of relevant experience. Mccullough is an employee of Atlas Wealth Partners LLC. Their career trajectory has included roles at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association and Atlas Wealth Partners LLC. Mccullough holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Pennsylvania. Atlas Wealth Partners LLC is a financial advisory business headquartered in Reading, PA. It administers $163 million in total assets between its 759 customer accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 759 client accounts, 18% are held by high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm has a few services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules typically vary depending on the financial services provided. However, fees billed by Atlas Wealth Partners LLC can include any blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Atlas Wealth Partners LLC Brokerage Details
$163,349,110
3
759
$215,216
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Sean Mccullough Work History
Sean has been registered as a financial advisor for 8 years.*
Atlas Wealth Partners LLC
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sean Mccullough to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Atlas Wealth Partners LLC
Reading, PA
Reading, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
