SD
Sean David O'toole
CRD 2738074
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| 1776 Wealth Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
1776 Wealth Llc
Managing Partner · 75% or more · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗