Sebastian
Triscari

Genesis Asset Management Group, Inc

CRD#1480234
Investment Advisor
in Centerport, NY

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About this Advisor

Sebastian Triscari is a financial advisor based in Centerport, New York, working with Genesis Asset Management Group, Inc. Sebastian has previously held positions at Massachusetts Mutual Life Insurance Comp, American Portfolios Financial Services, Inc, and Genesis Asset Management Group, Inc. Sebastian has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, Sebastian is part of Genesis Asset Management Group, Inc, which operates out of Centerport, New York. The firm has one office and two employees. The firm manages assets totaling $64.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Genesis Asset Management Group, Inc includes asset-based and hourly fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

Centerport, NY

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Genesis Asset Management Group, Inc Brokerage Details

Total Assets Under Management

$64,930,202

Total Number of Employees

2

Total Number of Accounts

176

Average Account Size

$368,922

Investment Advisory Services

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

Sebastian Triscari Work History

2004 - Present (20 years)

American Portfolios Financial Services, Inc

1999 - Present (25 years)

Genesis Asset Management Group, Inc

1990 - Present (34 years)

Massachusetts Mutual Life Insurance Comp

Disclosures

Please visit the SEC profile of Sebastian Triscari 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 Genesis Asset Management Group, Inc

Sebastian Triscari
Centerport, NY

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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