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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)18 years in industry

Sean Campbell

Advisor at SCHWAB WEALTH ADVISORY, INC.

Phoenix, AZ

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Search this name across graphsid dfx:ria:56637fa1-4e65-d7e8-4116-4d4e5b29cdf2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 25, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SCHWAB WEALTH ADVISORY, INC.
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 24, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Oct 24, 2007
First registration: Oct 25, 2007
Dual registered: yes, broker-dealer
Other names: SEAN DOUGLAS CAMPBELL|SEAN D CAMPBELL
IAPD individual key: 4055869

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Aug 8, 2022	n/a	yes	Phoenix, AZ	Current employment
VERSANT CAPITAL MANAGEMENT, INC.	Independent wealth	Oct 12, 2018	Jun 13, 2022	no	PHOENIX, AZ	Previous registration
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Jan 3, 2012	Sep 21, 2018	no	PHOENIX, AZ	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Oct 25, 2007	Dec 31, 2011	no	PHOENIX, AZ\|PHOENIX, AZ\|Phoenix, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
VERSANT CAPITAL MANAGEMENT, INC.	SCHWAB WEALTH ADVISORY, INC.	Jun 13, 2022	Aug 8, 2022	56	Firm change	Other
SCHWAB WEALTH ADVISORY, INC.	VERSANT CAPITAL MANAGEMENT, INC.	Sep 21, 2018	Oct 12, 2018	21	Firm change	Ibd to RIA
CHARLES SCHWAB & CO., INC.	SCHWAB WEALTH ADVISORY, INC.	Dec 31, 2011	Jan 3, 2012	3	Bulk transfer	Other

Relationships

Registered with (3)

→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: previous registration
Jan 3, 2012 to Sep 21, 2018factForm ADV
→ VERSANT CAPITAL MANAGEMENT, INC.Registered adviserregistration: previous registration
Oct 12, 2018 to Jun 13, 2022factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Oct 25, 2007 to Dec 31, 2011factForm ADV

Dated events

Occurred
Jun 13, 2022
Advisor changed firm
Sean Campbell left Versant Capital Management, Inc. for Schwab Wealth Advisory, Inc. (registered 2022-08-08)
Form ADVobserved 3 days ago