Sean Gilsenan has been an investment adviser representative at Whitener Capital Management since February 2011, and is not listed among the firm’s executive officers or direct owners. Sean Gilsenan holds a Bachelor's degree in accounting from East Carolina University.
Whitener Capital Management, Inc is a Rocky Mount, NC firm with $598M under management, 851 clients and 5 advisers across 3 offices, as of its February 2026 filing.
Sean Gilsenan is Senior Financial Advisor at Whitener Capital Management. He has helped clients define and achieve their financial and investment goals for over 20 years and specializes in constructing retirement plans for professionals, small business owners and retirees, as well as small business retirement plans such as 401(k)s, SEP IRAs, SIMPLE IRAs and defined benefit pension plans. He joined Whitener Capital in 2011 after serving as a Certified Financial Planner™ professional at AIG Retirement Services in Durham, N.C.
Sean Gilsenan’s longest registration is the current one, 15 years at Whitener Capital Management since 2011. Before joining Whitener Capital Management in 2011, Sean Gilsenan was registered through Valic Financial Advisors, Inc. and RBC Dain Rauscher Inc.
- – present · 15 yearsCary, NC · Adviser representative · Firm CRD 106865
- Valic Financial Advisors, Inc.– · 7 yearsDurham, NC · Adviser representative · Firm CRD 42803
- RBC Dain Rauscher Inc.– · under a yearFuquay-Varina, NC · Adviser representative · Firm CRD 31194
- RBC Centura Securities Inc.– · under a yearFuqay-Varina, NC · Adviser representative · Firm CRD 36179
Professional designations
Listed by Whitener Capital Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Sean Gilsenan is registered as an investment adviser representative in North Carolina, since February 2011.
- North CarolinaSince 9 February 2011
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 January 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 December 1993 |
| Series 7 | General Securities Representative Examination | 6 December 1993 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Sean Michael Gilsenan
- CRD
- 2426535
- Firm
- Whitener Capital Management · CRD 106865
- Office
- Cary, NC
- Registration
- Investment adviser registration
- In the industry since
- January 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- whitenercapital.com
Where does Sean Gilsenan work?
Sean Gilsenan is an investment adviser representative registered through Whitener Capital Management, Inc since February 2011, and is not listed among the firm’s executive officers or direct owners.
Is Sean Gilsenan a financial advisor?
Yes. Sean Gilsenan has a current investment-adviser registration in North Carolina, through Whitener Capital Management since February 2011.
How many years of experience does Sean Gilsenan have?
Sean Gilsenan has 24 years in the financial industry, since January 2002, across 4 adviser firms.
What exams has Sean Gilsenan passed?
Sean Gilsenan has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in December 1993.
Where did Sean Gilsenan work before Whitener Capital Management?
Before Whitener Capital Management, Sean Gilsenan was registered through Valic Financial Advisors, Inc., April 2003 to January 2011; RBC Dain Rauscher Inc., October 2002 to April 2003; RBC Centura Securities Inc., December 2001 to October 2002.
Where is Sean Gilsenan based?
Sean Gilsenan’s registered office is in Cary, NC.
Is Sean Gilsenan registered with FINRA?
No. Sean Gilsenan has no current broker registration.
Is Sean Gilsenan a CFP?
Whitener Capital Management lists Sean Gilsenan with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Sean M. Gilsenan CFP® biography, whitenercapital.com
How can I verify Sean Gilsenan’s record?
Search CRD 2426535 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sean Gilsenan’s full registration record.
