Sean
Tabone

Spire Wealth Management, LLC

CRD#5719432
Investment Advisor
in Daytona Beach, FL

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About this Advisor

Sean Tabone is a financial advisor based in Daytona Beach, Florida, working with Spire Wealth Management, LLC. Sean has previously held positions at Fidelity Investments, Coldwell Banker Realty, Piranas Grille, The Conch House, New York State Department Of Taxation And Finance, D2 Media, The Ripe Tomato Restaurant, and Peddler's Bar And Bistro. Sean has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Sean is part of Spire Wealth Management, LLC, which operates out of Daytona Beach, Florida. The firm has 47 offices and 165 employees. The firm manages assets totaling $4.8 billion and 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, and other services. The fee structure at Spire Wealth Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

128 Orange Ave
Daytona Beach, FL 32114

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Spire Wealth Management, LLC Brokerage Details

Total Assets Under Management

$4,777,743,993

FL Average: $1,835,309,194
Total Number of Employees

165

FL Average: 32
Total Number of Accounts

15,951

FL Average: 1,458
Average Account Size

$299,526

FL Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Sean Tabone Work History

2022 - Present (2 years)

Fidelity Investments

2021 - 2021 (< 1 year)

Piranas Grille

2020 - 2022 (2 years)

Coldwell Banker Realty

2019 - 2020 (1 year)

The Conch House

2017 - 2019 (2 years)

New York State Department Of Taxation And Finance

2017 - 2017 (< 1 year)

D2 Media

2014 - 2016 (2 years)

Peddler'S Bar And Bistro

2009 - 2019 (10 years)

The Ripe Tomato Restaurant

Disclosures

Please visit the SEC profile of Sean Tabone 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 Spire Wealth Management, LLC

Carolyn Kitzel
Fort Lauderdale, FL
Penny Dokken
Colorado Springs, CO
Christopher Frederick
Knoxville, TN
Conal Saturno-Sanjana
Mc Lean, VA
Zachary Joiner
Saint Louis, MO
Nicholas Putnam
Bedminster, NJ
Kayla Johnson
Wilmington, NC
Tobia Pierce
Xenia, OH

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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