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Sean Farro

Investment adviser representative at Aegis Wealth Management in Ocala, FL

Investment adviser registrationUpdated

Sean Farro is an investment adviser representative at Aegis Wealth Management, Inc., an investment adviser managing $216M, and works from its Ocala, FL office. Sean Farro has been registered through Aegis Wealth Management since 8 May 2023 and has 4 years in the industry across 3 firms.

4
Years in industry
3
Years at firm
3
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Sean Farro has been an investment adviser representative at Aegis Wealth Management since May 2023, and is not listed among the firm’s executive officers or direct owners.

Aegis Wealth Management, Inc. is a Guthrie Center, IA firm with $216M under management, 2,350 clients and 27 advisers across 29 offices, as of its August 2026 filing.

Sean Farro’s longest registration is the current one, 3 years at Aegis Wealth Management since 2023. Before joining Aegis Wealth Management in 2023, Sean Farro was registered through Brookstone Wealth Advisors, LLC.

  1. Transparent Wealth Management, LLC
    – · 1 year
    Lakewood Ranch, FL · Adviser representative · Firm CRD 328491
  2. Aegis Wealth Management, Inc.Current
    – present · 3 years
    Ocala, FL · Adviser representative · Firm CRD 301990
  3. Brookstone Wealth Advisors, LLC
    – · under a year
    Tampa, FL · Adviser representative · Firm CRD 137658

Credentials and registrations

Investment adviser representative registrations

Sean Farro is registered as an investment adviser representative in Florida, since May 2023.

  • FloridaSince 8 May 2023

Examinations

No examinations are on Sean Farro’s record.

Key facts

Full name
Sean David Farro
CRD
7592323
Firm
Aegis Wealth Management · CRD 301990
Office
Ocala, FL
Registration
Investment adviser registration
In the industry since
July 2022
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Sean Farro work?

Sean Farro is an investment adviser representative registered through Aegis Wealth Management, Inc. since May 2023, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Sean Farro a financial advisor?

Yes. Sean Farro has a current investment-adviser registration in Florida, through Aegis Wealth Management since May 2023.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Sean Farro have?

Sean Farro has 4 years in the financial industry, since July 2022, across 3 adviser firms.

Source: IAPD individual record, checked 22 October 2026

Where did Sean Farro work before Aegis Wealth Management?

Before Aegis Wealth Management, Sean Farro was registered through Brookstone Wealth Advisors, LLC, July 2022 to May 2023.

Source: IAPD individual record, checked 22 October 2026

Where is Sean Farro based?

Sean Farro’s registered office is in Ocala, FL.

Source: IAPD individual record, checked 22 October 2026

Is Sean Farro registered with FINRA?

No. Sean Farro has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Sean Farro’s record?

Search CRD 7592323 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sean Farro’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Aegis Wealth Management

Sources

  1. IAPD individual record, CRD 7592323, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Aegis Wealth Management, Inc., filed 11 August 2026. Executive officers and direct owners; this person is not among them.
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