Sean Condon has been Manager/CEO/CCO/Owner of Condon Wealth Management since May 2003, is a control person of the firm and directly owns 75% or more of it. Sean Condon holds a Bachelor of Science in Business Management from Babson College and a Master's degree in Business Administration, concentrating in Finance and Investments from F.W. Olin Graduate School of Business at Babson College.
Condon Wealth Management, Inc. is a Plymouth, MA firm with $122M under management, 228 clients and 2 advisers in one office, as of its July 2026 filing.
Sean M. Condon is Financial Planner, President/CEO of Condon Wealth Management, Inc., based in Plymouth, MA. His primary responsibilities for the firm include financial planning, risk management, and portfolio design and monitoring. He is instrumental in the day-to-day operations of the firm and serves as a direct contact for many clients.
Sean Condon’s longest registration is the current one, 22 years at Condon Wealth Management since 2003. Before joining Condon Wealth Management in 2003, Sean Condon was registered through US Financial Advisors, LLC.
- – present · 22 yearsPlymouth, MA · Adviser representative · Firm CRD 128409
- US Financial Advisors, LLC– · 1 yearPlymouth, MA · Adviser representative · Firm CRD 108763
Professional designations
Listed by Condon Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Sean Condon is registered as an investment adviser representative in 2 states. The first approvals date from November 2003; the most recent is Florida, in May 2018.
- FloridaSince 3 May 2018
- MassachusettsSince 20 November 2003
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 21 December 2004 |
| Series 66 | Uniform Combined State Law Examination | 17 April 2003 |
| Series 7 | General Securities Representative Examination | 10 March 2003 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Sean Michael Condon
- CRD
- 4633520
- Firm
- Condon Wealth Management · CRD 128409
- Role
- Manager/CEO/CCO/Owner
- Office
- 15 CASWELL LANE, Plymouth, MA 02360
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 2003
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- condonwealth.com
Where does Sean Condon work?
Sean Condon has been Manager/CEO/CCO/Owner of Condon Wealth Management, Inc. since May 2003, and is a control person of the firm.
Is Sean Condon a financial advisor?
Yes. Sean Condon has a current investment-adviser registration in Florida and Massachusetts, through Condon Wealth Management since November 2003.
How many years of experience does Sean Condon have?
Sean Condon has 23 years in the financial industry, since March 2003, across 2 adviser firms.
What exams has Sean Condon passed?
Sean Condon has passed 4 licensing exams: the Series 7, Series 66, Series 24 and Series 99TO. The earliest, the Series 7, was passed in March 2003. FINRA credited Sean Condon with the SIE, which began in October 2018.
Where is Sean Condon based?
Sean Condon’s registered office is in Plymouth, MA.
Is Sean Condon registered with FINRA?
Yes. Sean Condon has a current broker registration, under CRD 4633520.
Source: FINRA BrokerCheck
Is Sean Condon a CFP?
Condon Wealth Management lists Sean Condon with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Sean Condon’s record?
Search CRD 4633520 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Sean Condon’s full registration record.