Ameriprise Financial Services
45yrs
Top advisor by experience in Montclair
New
Sean Pullman
Financial advisor at Pullman Wealth
Sean Pullman is a fiduciary financial advisor in Montclair, New Jersey, registered since Oct 2025. Sean has been with Pullman Wealth since 2026. Pullman Wealth offers financial planning and investment management and is paid through a percentage of assets and flat fees.
One of 82 advisors with offices in Montclair, and one of 73 fiduciaries.
At a glance
ExperienceNew to the profession (since Oct 2025)
How that compares ?New to the profession
OfficeMontclair, NJ
FirmPullman Wealth
How the firm is paid ?Percent of assets, Flat fee
States licensed ?1 state
Services through Pullman Wealth
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Jul 2026 – nowPullman WealthCurrent firm
Contact Sean
(973) 498-8995Pullman Wealth main office Montclair, NJOffice · Get directions YouTube channelPullman WealthIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Sean
Tailored to Sean’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- 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 Pullman Wealth at (973) 498-8995 and ask for Sean Pullman. Sean works from the Montclair, NJ office.
How long has Sean been a financial advisor?
Sean is new to the profession, registered since Oct 2025, and holds 1 license.
What licenses does Sean hold?
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?
Pullman Wealth reports being paid by a percentage of the assets they manage, flat or fixed 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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