Sean Madlem has been an investment adviser representative at Avalan since January 2023, and is not listed among the firm’s executive officers or direct owners.
Avalan, LLC is a Santa Barbara, CA firm with $622M under management, 319 clients and 11 advisers across 3 offices, as of its March 2026 filing.
Investment adviser representative registrations
Sean Madlem is registered as an investment adviser representative in California, since January 2023.
- CaliforniaSince 27 January 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 January 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Sean Peter Madlem
- CRD
- 7265071
- Firm
- Avalan · CRD 156109
- Office
- 233 E CARILLO, SUITE B, Santa Barbara, CA 93101
- Registration
- Investment adviser registration
- In the industry since
- January 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Sean Madlem work?
Sean Madlem is an investment adviser representative registered through Avalan, LLC since January 2023, and is not listed among the firm’s executive officers or direct owners.
Is Sean Madlem a financial advisor?
Yes. Sean Madlem has a current investment-adviser registration in California, through Avalan since January 2023.
How many years of experience does Sean Madlem have?
Sean Madlem has 3 years in the financial industry, since January 2023, across 1 adviser firm.
What exams has Sean Madlem passed?
Sean Madlem passed the Series 65 in January 2023.
Where is Sean Madlem based?
Sean Madlem’s registered office is in Santa Barbara, CA.
Is Sean Madlem registered with FINRA?
No. Sean Madlem has no current broker registration.
How can I verify Sean Madlem’s record?
Search CRD 7265071 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sean Madlem’s full registration record.