Sean McGillivray has been Chief Executive Officer of Kingsview Wealth Management since August 2016, is a control person of the firm and directly owns between 5% and 10% of it.
Kingsview Wealth Management, LLC is a Grants Pass, OR firm with $8.96B under management, 12,309 clients and 95 advisers across 47 offices, as of its July 2026 filing.
Sean McGillivray is COO, President of Asset Management for Kingsview Partners. He runs the day to day operations of the firm, oversees the administrative staff, sits on the investment committee, and works with the firm's custodial partners to manage the advisor onboarding process.
Sean McGillivray’s longest registration was 12 years at Kingsview Wealth Management, LLC (2013–2025).
- – · 12 yearsGrants Pass, OR · Adviser representative · Firm CRD 148107
- Great Pacific Wealth Management– · under a yearGrants Pass, OR · Adviser representative · Firm CRD 166110
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 30 | NFA Branch Manager Examination | 9 October 2013 |
| Series 65 | Uniform Investment Adviser Law Examination | 30 January 2013 |
- Name
- NFA Branch Manager Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Sean Patrick McGillivray
- CRD
- 6135768
- Firm
- Kingsview Wealth Management · CRD 148107
- Role
- Chief Executive Officer
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- kingsview.com
Where does Sean McGillivray work?
Sean McGillivray has been Chief Executive Officer of Kingsview Wealth Management, LLC since August 2016, and is a control person of the firm.
Does Sean McGillivray have a current investment-adviser registration?
Sean McGillivray has no current investment-adviser or broker registration.
What exams has Sean McGillivray passed?
Sean McGillivray has passed 2 licensing exams: the Series 65 and Series 30. The earliest, the Series 65, was passed in January 2013.
Where was Sean McGillivray previously registered as an investment adviser?
Sean McGillivray has past investment-adviser registrations through Kingsview Wealth Management, LLC, October 2013 to December 2025; Great Pacific Wealth Management, January 2013 to October 2013, across 2 firms.
Is Sean McGillivray registered with FINRA?
No. Sean McGillivray has no current broker registration.
How can I verify Sean McGillivray’s record?
Search CRD 6135768 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sean McGillivray’s full registration record.
