Sean Michael Dann
Investment Adviser Representative at Range Advisory, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Sean Michael Dann is an investment adviser representative with Range Advisory, LLC in New York, NY, where they have been registered since 2026. They have worked in the securities industry since 2022 and have been registered with 3 firms, including Creative Planning and The Marshall Financial Group, Inc. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in New York, Pennsylvania, Texas, and Virginia.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New York, Pennsylvania, Texas, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Central Bucks Athletic Association (CBAA)Jan 2014 – Mar 2017Doylestown, PA
- Northampton LandscapingJun 2017 – Aug 2018Warrington, PA
- Buttonwood GrillApr 2017 – Dec 2017Lahaska, PA
- University of Notre DameAug 2017 – May 2021Notre Dame, IN
- Academic Services for Student Athletes- University of Notre DameJan 2018 – Dec 2018Notre Dame, IN
- Residential Life- University of Notre DameJul 2020 – May 2021Notre Dame, IN
- Marshall Financial Group, Inc.Jun 2021 – Nov 2025Doylestown, PA
- Central Bucks High School EastSep 2014 – Jun 2017Doylestown, PA
- University of Notre DameJan 2019 – May 2019Notre Dame, IN
- Marshall Financial GroupMay 2019 – Aug 2019Doylestown, PA
- University of Notre DameAug 2019 – May 2020Notre Dame, IN
- Marshall Financial GroupMay 2020 – Aug 2020Doylestown, PA
- Creative Planning, LLCDec 2025 – Mar 2026Doylestown, PA
- Range Finance, Inc.Mar 2026 – no end date reportedNew York, NY
- Range Advisory, LLCMar 2026 – no end date reportedNew York, NY
Official records & sources
Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Range Advisory, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 34
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Mclean, VA
- SEC file number:
- 801-125927
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 23, 2026
View full firm profileOther advisors at Range Advisory, LLC
Showing 12 of 34 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Sean Michael Dann has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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