Zoe
Sexton
Rosenblum Silverman Sutton Sf Inc
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About this Advisor
Zoe Sexton is a financial advisor working out of San Francisco, California who has 8 years of industry experience. Sexton is on the advisory team at Rosenblum Silverman Sutton Sf Inc. Throughout their career, Sexton has worked at The Putney Financial Group, Merriman Capital, Inc and Rosenblum Silverman Sutton Sf Inc. Sexton holds Series 66, Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Rosenblum Silverman Sutton Sf Inc is a registered investment company operating out of San Francisco, CA. It manages $342 million in assets under management among its 160 client accounts, placing it among the mid-sized firms in the country by assets under management. The firm provides services to one charities and foundations. Of its 160 customer accounts, 58% belong to high-net-worth clients who have more than $1 million in assets. The business offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules vary depending on which services the firm provides the client. Fee types billed by Rosenblum Silverman Sutton Sf Inc most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rosenblum Silverman Sutton Sf Inc Brokerage Details
$341,567,643
6
160
$2,134,798
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Zoe Sexton Work History
Zoe has been registered as a financial advisor for 8 years.*
Merriman Capital, Inc
Rosenblum Silverman Sutton Sf Inc
The Putney Financial Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Zoe Sexton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rosenblum Silverman Sutton Sf Inc
San Francisco, CA
San Francisco, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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