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Sean Michael Shannon

Investment Adviser Representative at MONOGRAPH WEALTH ADVISORS, LLC

Manhattan Beach, CACRD #5270198Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
13 yrs
States Registered
2 states
Exams Passed
2

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Sean Michael Shannon has worked in the securities industry since 2013. They are registered to provide investment advisory services in California and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
CaliforniaTexas
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 1/15/2008
Series 7
General Securities Representative Examination
Passed 1/23/2007

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Monograph Wealth Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MONOGRAPH WEALTH ADVISORS, LLCCurrent
2/5/2016Manhattan Beach, CA
LOURDMURRAY
9/24/20127/16/2015Beverly Hills, CA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at MONOGRAPH WEALTH ADVISORS, LLC

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View MONOGRAPH WEALTH ADVISORS, LLC firm profile
About this profile

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 Shannon 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.

Sean Michael Shannon - Financial Advisor in Manhattan Beach, CA | AdvisorFinder