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Sean T Pendrak

Advisor at LPL Financial — Halifax, PA 3703 Peters Mountain Rd

Updated today

Credentials

Series 66

Experience

12 years

Location

Halifax, PA 17032

LPL Financial logo

LPL Financial

Institution

Total advisors

22,817

Across 10,464 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Sean Pendrak is a financial advisor with LPL Financial based in Halifax, PA, holding a Series 66 license and 12 years of industry experience. He previously worked at Mass Mutual Investors Services and Metlife Securities. Pendrak is also involved with Ameritas Mutual Holding Company, an insurance agency where he dedicates a portion of his time. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Halifax, PA 3703 Peters Mountain Rd

3703 Peters Mountain Rd

Halifax PA 17032

Advisors at this office

2

Most active in

Pennsylvania · Texas

Work history

12 years of industry experience

LPL Financial

2021 - Present • 5 years

Dauphin, PA

Mass Mutual Investors Services

2017 - 2021 • 4 years

Camp Hill, PA

Metlife Securities

2014 - 2021 • 7 years

Camp Hill, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John R

Series 63, Series 65

Harrisburg, PA

Richards Financial

John Richards is the founder of Richards Financial, an independent investment advisory firm based in Harrisburg, PA. He holds Series 63 and Series 65 licenses and has 19 years of industry experience, including 14 years leading his own firm. Richards Financial serves individual investors, trusts, estates, businesses, pension and profit-sharing plans, and charitable foundations. The firm offers portfolio management and personalized financial advice using a combination of fundamental value analysis, trend-following, fixed-income strategies, and option-based approaches, primarily managing accounts on a non-discretionary basis with client trade approval.

Concentrated stock management Options & derivatives strategies
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Ryan C

Series 63, Series 66

Enola, PA

Victus Wealth Management

Ryan Canfield is a financial advisor at Victus Wealth Management with 13 years of industry experience. He holds Series 63 and Series 66 designations. Canfield has worked at LPL Financial and has served on the board of directors for the West Shore Young Professionals, a nonprofit organization. Victus Wealth Management serves individual and high-net-worth clients by providing asset management, financial planning, and consulting services, including portfolio management for institutional clients. The firm combines third-party model portfolios with in-house oversight and offers public seminars to educate the community about investments and its services.

General retirement planning Income planning General tax planning Retirement withdrawal strategies
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William S

Series 63, Series 65

Harrisburg, PA

William J. Sumski

William Sumski is the sole advisor at William J. Sumski, an independent firm based in Harrisburg, PA. He holds Series 63 and Series 65 licenses and has 4 years of industry experience, with prior roles at PNC Wealth Management and American Portfolios Advisors, Inc. He has worked under the name William Joseph Sumski since 2008. The firm provides portfolio management and financial planning services to individual investors, primarily using mutual funds, exchange-traded funds, and managed account programs. It employs a long-term purchase approach supported by fundamental, technical, and cyclical analysis, operating mainly on a non-discretionary basis with customized review schedules.

General retirement planning
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Michael U

Series 66

Enola, PA

WealthU Advisors LLC

Michael Uehlein is a financial advisor at WealthU Advisors LLC with six years of industry experience. He holds a Series 66 designation and has worked at Summit Advisory since 2022, where he is an Associate Vice President. Prior to that, he was employed at Pruco Securities LLC and Cerner Corporation. WealthU Advisors LLC serves individual and high-net-worth clients, providing investment management and comprehensive financial planning, including services related to digital assets. The firm emphasizes passive portfolio construction with low-cost index funds and ETFs, supplemented by fundamental and cyclical analysis, and manages accounts on a discretionary basis following client-specific investment policies.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy
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Steven E

CFP®, ChFC®, Series 63, Series 65

Harrisburg, PA

ECON Wealth Management

Steven Economopoulos is a CFP® and ChFC® with 21 years of industry experience. He has been with ECON Wealth Management since 2015 and holds Series 63 and Series 65 licenses. Outside of advisory work, he serves as president of ECON Properties, LLC, a real estate-related business. ECON Wealth Management serves individuals, families, trusts, charitable organizations, and institutional clients, focusing on accounts of approximately $250,000 or more. The firm provides personalized financial planning and in-house asset management, employing a disciplined, active, team-based investment process that includes a range of strategies tailored to client goals and risk tolerances.

Active portfolio management Options & derivatives strategies Real estate investing
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Michael B

CFP®, Series 66

Harrisburg, PA

DVB Private Wealth

Michael Benkovic is a CFP® and holds a Series 66 license with 21 years of industry experience. He is currently with DVB Private Wealth, joining in 2026 after prior roles at Private Advisor Group, LLC and LPL Financial, LLC. His background includes providing insurance services as part of his financial advisory work. DVB Private Wealth is an SEC-registered investment adviser managing approximately $225.7 million for about 240 clients. The firm serves individuals, foundations, trusts, estates, corporations, and business owners, employing a top-down, macro-environmental investment approach that emphasizes tactical asset allocation and sector rotation with discretionary portfolio management.

General retirement planning Income planning Wealth management Business ownership considerations Founder/Business Owner Executive
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