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Sean Wilburn Powley

Facet

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About Sean Wilburn Powley

Sean Powley is a financial advisor at Facet Wealth, with over 5 years of experience in the industry. Sean holds a Series 7, Series 63, and Series 7TO licenses. He is also a Certified Financial Planner. Sean has a strong background in financial planning and portfolio management, and he is committed to providing personalized financial guidance to individuals and families. Sean previously worked at UBS Financial Services Inc. and Vanguard Marketing Corporation. He has a strong understanding of the financial services industry and is committed to providing his clients with the highest level of service.

Firm Information

Sean Powley is currently registered with Facet. Facet is an investment advisor headquartered in BALTIMORE, MD with approximately $1 billion - $10 billion in assets under management. They provide financial planning and portfolio management for individuals and high-net-worth individuals. They have 58 investment advisor representatives and 34,597 total accounts.
Facet

400 EAST PRATT STREET

BALTIMORE, MD 21202

$3.87B

Assets Under Management

2,957

Total Clients

71

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 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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Sean Powley’s Registration & Firm History

NC

01/21/2022 - Present

Facet (Charlotte NC)

NC

08/20/2018 - 12/16/2021

UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)

NC

12/23/2015 - 08/07/2018

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 01/04/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/05/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sean Wilburn Powley.
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