Kestra Advisory Services
40yrs
Top advisor by experience in West Boylston
19yrs
Based in West Boylston, Massachusetts, Sean Cummings is a fiduciary financial advisor with 19 years of industry experience. Sean joined Strategic Advisers in 2025, after seven years at Fidelity Personal and Workplace Advisors and three years at Signator Investors. Sean holds the CFP® designation.
One of 5 advisors with offices in West Boylston, and one of 5 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?Top 16% by experience at Strategic Advisers
OfficeWest Boylston, MA
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2015 – 2018Strategic Advisers LLCPreviously
- 2012 – 2015Signator Investors, Inc.Previously
Questions to ask Sean
Tailored to Sean’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Sean
How do I contact Sean?
Call Strategic Advisers at (617) 563-7000 and ask for Sean Cummings. Sean works from the West Boylston, MA office.
How long has Sean been a financial advisor?
Sean has been in the industry since 2007, about 19 years. Top 16% by experience at Strategic Advisers.
What licenses does Sean hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Sean a fiduciary?
Sean is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sean paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Sean for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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