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Sean Paul McEvilly

Crescent Capital

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About Sean Paul McEvilly

Sean McEvilly is a financial advisor with Crescent Capital based in Phoenix, Arizona. Sean has been a financial advisor for over six years, previously working with Morgan Stanley and Wells Fargo Securities, LLC. Sean holds the Series 7, 86, 87, 99TO, and SIE licenses. Sean is also a Chartered Financial Analyst (CFA). Sean primarily works with high-net-worth individuals and provides financial planning, portfolio management, and pension consulting services.

Firm Information

Sean McEvilly is currently registered with Crescent Capital. Crescent Capital is an investment advisor that provides financial planning and portfolio management services to high-net-worth individuals. The firm has 1 investment advisor representative and manages approximately $8,161,355 in regulatory assets.

$8.16M

Assets Under Management

Not reported

Total Clients

1

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 McEvilly’s Registration & Firm History

AZ

01/10/2023 - Present

Crescent Capital (PHOENIX AZ)

AZ

05/05/2020 - 12/19/2022

MORGAN STANLEY (Scottsdale AZ)

MO

03/20/2017 - 06/21/2019

WELLS FARGO SECURITIES, LLC (St. Louis MO)

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Licenses & Designations

IA

Issued 05/16/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/24/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/12/2017

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 04/01/2017

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 03/18/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sean Paul McEvilly.
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