Thavaselan
Subramaniam

Turner Financial Group, Inc

CRD#1948362
Investment Advisor
in Milton, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

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 (2 years)

Turner Financial Group, Inc Dba Seelan Wealth Strategies

2021 - Present (4 years)

S&Z Realty

2019 - Present (6 years)

Green Hill Management

2019 - Present (6 years)

West East International Marketing And Consulting, LLC

2016 - Present (9 years)

Advanced Tax Consulting, LLC

2012 - Present (13 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

Created with Highcharts 6.0.7

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

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started