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Sean Bradley Moynahan

King Wealth Management Group, LLC

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About Sean Bradley Moynahan

Sean Bradley Moynahan is a registered Investment Advisor Representative associated with King Wealth Management Group, LLC. Sean is a licensed Investment Advisor Representative in New York and has been in the industry since April 2021. Sean has earned the Series 65 license. Prior to joining King Wealth Management Group, LLC, Sean worked at Preville Technology Services.

Firm Information

Sean Moynahan is currently registered with King Wealth Management Group, LLC. King Wealth Management Group, LLC is a Naples, FL-based investment advisory firm with $931,335,129 in regulatory assets under management. They primarily serve high-net-worth individuals, corporations, and individuals other than high-net-worth, and they offer financial planning and portfolio management services for individuals and businesses. The firm has 7 investment advisor representatives and is registered with the SEC.
King Wealth Management Group, LLC

4851 TAMIAMI TRAIL NORTH

NAPLES, FL 34103

$931.34M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sean Moynahan’s Registration & Firm History

NY

11/01/2021 - Present

King Wealth Management Group, LLC (Saratoga Springs NY)

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Licenses & Designations

IA

Issued 11/01/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sean Bradley Moynahan.
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