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RIA / WealthAdvisorCertified Financial Planner18 years in industry

SEAN MOREHOUSE MCELHANEY

Advisor at FAMILY OFFICE RESEARCH, LLC

BETHESDA, MD

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Search this name across graphsid dfx:ria:5f9e70b2-006d-446b-955b-0ae7d80fa35a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Aug 1, 2008 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: FAMILY OFFICE RESEARCH, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Mar 8, 2013
First registration: Aug 1, 2008
Dual registered: no
Other names: SEAN MOREHOUSE MCELHANEY|SEAN M MCELHANEY
IAPD individual key: 5312383

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
FAMILY OFFICE RESEARCH, LLC	Independent wealth	Oct 13, 2025	n/a	yes	BETHESDA, MD	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	May 23, 2022	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Mar 20, 2013	Jul 13, 2018	no	BETHESDA, MD	Previous registration
NAVY FEDERAL ASSET MANAGEMENT, LLC	Former SEC adviser	Sep 9, 2009	Jun 9, 2010	no	VIENNA, VA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Aug 1, 2008	Aug 4, 2009	no	JACKSONVILLE, FL	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
FIDELITY PERSONAL AND WORKPLACE ADVISORS	FAMILY OFFICE RESEARCH, LLC	May 23, 2022	Oct 13, 2025	1,239	Firm change after gap	Ibd to RIA
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm
NAVY FEDERAL ASSET MANAGEMENT, LLC	STRATEGIC ADVISERS LLC	Jun 9, 2010	Mar 20, 2013	1,015	Firm change after gap	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	NAVY FEDERAL ASSET MANAGEMENT, LLC	Aug 4, 2009	Sep 9, 2009	36	Firm change	Other

Relationships

Registered with (5)

→ FAMILY OFFICE RESEARCH, LLCRegistered adviserregistration: current employment
Oct 13, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to May 23, 2022factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 20, 2013 to Jul 13, 2018factForm ADV
→ NAVY FEDERAL ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 9, 2009 to Jun 9, 2010factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Aug 1, 2008 to Aug 4, 2009factForm ADV

Dated events

Occurred
May 23, 2022
Advisor changed firm
Sean Morehouse Mcelhaney left Fidelity Personal And Workplace Advisors for Family Office Research, Llc (registered 2025-10-13)
Form ADVobserved 5 days ago