Thavaselan
Subramaniam

Turner Financial Group, Inc

CRD#1948362
Investment Advisor
in Milton, FL

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About this Advisor

Thavaselan Subramaniam is a financial advisor based in Milton, Florida, working with Turner Financial Group, Inc. Thavaselan has previously held positions at Real Time Management, LLC, Claraphi Advisory Network, LLC, Seelan, LLC, Coastal Investment Advisors, Claraphi Advisory Network, LLC Dba Seelan Wealth Strategies, Turner Financial Group, Inc Dba Seelan Wealth Strategies, Advanced Tax Consulting, LLC, Green Hill Management, West East International Marketing And Consulting, LLC, and S&Z Realty. Thavaselan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oklahoma. Currently, Thavaselan is part of Turner Financial Group, Inc, which operates out of Milton, Florida. The firm has 3 offices and 8 employees. The firm manages assets totaling $115.7 million and serves high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Turner Financial Group, Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

4655 Woodbine Road
Milton, FL 32571

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Turner Financial Group, Inc Brokerage Details

Total Assets Under Management

$115,743,788

FL Average: $1,855,561,029
Total Number of Employees

8

FL Average: 62
Total Number of Accounts

798

FL Average: 2,474
Average Account Size

$145,042

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Thavaselan Subramaniam Work History

2023 - Present (1 year)

Turner Financial Group, Inc Dba Seelan Wealth Strategies

2021 - Present (3 years)

S&Z Realty

2019 - Present (5 years)

Green Hill Management

2019 - Present (5 years)

West East International Marketing And Consulting, LLC

2016 - Present (8 years)

Advanced Tax Consulting, LLC

2012 - Present (12 years)

Real Time Management, LLC

2022 - 2023 (1 year)

Claraphi Advisory Network, LLC Dba Seelan Wealth Strategies

2021 - 2022 (1 year)

Coastal Investment Advisors

2016 - 2021 (5 years)

Claraphi Advisory Network, LLC

2012 - 2015 (3 years)

Seelan, LLC

Disclosures

Please visit the SEC profile of Thavaselan Subramaniam 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 Turner Financial Group, Inc

Andrew Tang
Northvale, NJ
Mohammed Ghouri
Syosset, NY
Scott Klaassen
Milton, FL
Michael Dardis
Kansas City, KS
Gary Thomas
San Rafael, CA

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