Sebastian
Bermeo
Wealth Enhancement Advisory Services, LLC
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About this Advisor
Sebastian Bermeo is a financial advisor based in Danbury, Connecticut, working with Wealth Enhancement Advisory Services, LLC. Sebastian has previously held positions at Mint Global Markets Inc/Speedtrader, Inc, Stamford Hyundai, Enterprise Rent A Car, Olive Garden, Old Mountain Lanes, Eastern Accounts, Sonoma Bistro And Wine Bar, Caraluzzis, High School Student, Lpl Financial LLC, Wealth Enhancement Group, Wealth Enhancement Brokerage Services, and Wealth Enhancement Advisory Services. Sebastian has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut. Currently, Sebastian is part of Wealth Enhancement Advisory Services, LLC, which operates out of Danbury, Connecticut. The firm has 105 offices and manages assets totaling $72.0 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Wealth Enhancement Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
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Wealth Enhancement Advisory Services, LLC Brokerage Details
$72,024,609,099
154,394
$466,499
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Sebastian Bermeo Work History
Wealth Enhancement Advisory Services
Lpl Financial LLC
Wealth Enhancement Group
Wealth Enhancement Brokerage Services
Mint Global Markets Inc/ Speedtrader, Inc
Stamford Hyundai
Enterprise Rent A Car
Olive Garden
Old Mountain Lanes
Eastern Accounts
Sonoma Bistro And Wine Bar
Caraluzzis
High School Student
Disclosures
Please visit the SEC profile of Sebastian Bermeo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. 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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