Sean McCullough has been Managing Member of Atlas Wealth Partners since September 2015, is a control person of the firm and directly owns 75% or more of it. Sean McCullough studied at Muhlenberg College.
Atlas Wealth Partners LLC is a Wyomissing, PA firm with $234M under management, 314 clients and 2 advisers across 3 offices, as of its March 2026 filing.
Sean P. McCullough is Principal of Atlas Wealth Partners LLC, based in Wyomissing, Pennsylvania. McCullough first worked in the biotechnology industry, then at Morgan Stanley, which eventually merged with Smith Barney, and left that firm after 17 years. McCullough then founded Atlas Wealth Partners together with Mike Janvrin and Debbie D'Annibale, and Jennifer Weil joined the firm in 2022.
Sean McCullough’s longest registration is the current one, 11 years at Atlas Wealth Partners since 2015. Before joining Atlas Wealth Partners in 2015, Sean McCullough was registered through Morgan Stanley.
- Atlas Wealth Partners LLCCurrent– present · 11 yearsWyomissing, PA · Adviser representative · Firm CRD 175219
- Morgan Stanley– · 4 yearsWyomissing, PA · Adviser representative · Firm CRD 149777
Professional designations
Listed by Atlas Wealth Partners
- CFP®
Investment adviser representative registrations
Sean McCullough is registered as an investment adviser representative in Pennsylvania, since October 2015.
- PennsylvaniaSince 1 October 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 2 September 1998 |
| Series 31 | Futures Managed Funds Examination | 2 September 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 August 1998 |
| Series 7 | General Securities Representative Examination | 20 August 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Sean Patrick McCullough
- CRD
- 3073986
- Firm
- Atlas Wealth Partners · CRD 175219
- Role
- Managing Member
- Office
- 2 MERIDIAN BOULEVARD, FIRST FLOOR, Wyomissing, PA 19610
- Registration
- Investment adviser registration
- In the industry since
- February 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- atlaswealthpartners.com
Where does Sean McCullough work?
Sean McCullough has been Managing Member of Atlas Wealth Partners LLC since September 2015, and is a control person of the firm.
Is Sean McCullough a financial advisor?
Yes. Sean McCullough has a current investment-adviser registration in Pennsylvania, through Atlas Wealth Partners since October 2015.
How many years of experience does Sean McCullough have?
Sean McCullough has 15 years in the financial industry, since February 2011, across 2 adviser firms.
What exams has Sean McCullough passed?
Sean McCullough has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 31. The earliest, the Series 7, was passed in August 1998. FINRA credited Sean McCullough with the SIE, which began in October 2018.
Where did Sean McCullough work before Atlas Wealth Partners?
Before Atlas Wealth Partners, Sean McCullough was registered through Morgan Stanley, February 2011 to September 2015.
Where is Sean McCullough based?
Sean McCullough’s registered office is in Wyomissing, PA.
Is Sean McCullough registered with FINRA?
No. Sean McCullough has no current broker registration.
Is Sean McCullough a CFP?
Atlas Wealth Partners lists Sean McCullough with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Sean P. McCullough biography, atlaswealthpartners.com
How can I verify Sean McCullough’s record?
Search CRD 3073986 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sean McCullough’s full registration record.
