Mollie
Sebak

Financial Life Focus, LLC

CRD#6460991
Investment Advisor
in Melbourne, FL

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About this Advisor

Mollie Sebak is a financial advisor based in Melbourne, Florida, working with Financial Life Focus, LLC. Mollie has previously held positions at Modera Wealth Management, Triad Financial Advisors, Inc, Financial Life Focus, LLC, and Farther Finance Advisors. Mollie is registered to provide services in Florida. Currently, Mollie is part of Financial Life Focus, LLC, which operates out of Melbourne, Florida. The firm has 6 offices and 8 employees. The firm manages assets totaling $379.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Financial Life Focus, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Melbourne, FL

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Financial Life Focus, LLC Brokerage Details

Total Assets Under Management

$379,429,431

FL Average: $15,833,994,310
Total Number of Employees

8

FL Average: 41
Total Number of Accounts

606

FL Average: 3,342
Average Account Size

$626,121

FL Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Mollie Sebak Work History

2024 - Present (0 year)

Farther Finance Advisors

2021 - Present (3 years)

Financial Life Focus, LLC

2018 - 2021 (3 years)

Triad Financial Advisors, Inc

2015 - 2017 (2 years)

Modera Wealth Management

2011 - 2014 (3 years)

Modera Wealth Management

Disclosures

Please visit the SEC profile of Mollie Sebak 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 Financial Life Focus, LLC

Joseph Kuo
Newark, CA
Jeremy Levinn
Philadelphia, PA
Johnny Roland
Pleasanton, CA
Mollie Sebak
Melbourne, FL
Michael Kay
West Orange, NJ
Hugues Rivard
Philadelphia, PA
Olga Raykhelson
Philadelphia, PA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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