Richard
Sebastian

Gwn Securities Inc

CRD#5744581
Investment Advisor
in Bluffton, SC

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About this Advisor

Richard Sebastian is a financial advisor based in Bluffton, South Carolina with 7 years of industry experience. Sebastian works at Gwn Securities Inc. Throughout their career, Sebastian has worked at Harbor Light Capital LLC, Harbor Light Insurance LLC, Southeast Investments, N.C. Inc, Harbor Light Insurance & Wealth Advisors LLC, Tmac LLC and Gwn Securities, Inc. Sebastian has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in South Carolina. Gwn Securities Inc is a registered investment business that has its headquarters in Palm Beach Gardens, FL. It has offices in 25 locations and a total of 755 employees. It handles $3 billion in total assets across its 58,177 accounts, making it one of the largest firms in the country by assets under management. Of its 58,177 client accounts, just 4% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The company provides a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and market timing services. Financial management fees largely depend on which service is offered. Fee types charged by Gwn Securities Inc may include any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

97A Towne Dr
Bluffton, SC 29910

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Gwn Securities Inc Brokerage Details

Total Assets Under Management

$2,838,916,178

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

755

SC Average: 62
Total Number of Accounts

58,177

SC Average: 2,474
Average Account Size

$48,798

SC Average: $750,025

Investment Advisory Services

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

Richard Sebastian Work History

Richard has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Gwn Securities, Inc

2014 - Present (10 years)

Harbor Light Insurance & Wealth Advisors LLC

2015 - 2016 (1 year)

Tmac LLC

2010 - 2015 (5 years)

Southeast Investments, N.C. Inc

2009 - 2014 (5 years)

Harbor Light Capital LLC

2009 - 2014 (5 years)

Harbor Light Insurance LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Richard Sebastian 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 Gwn Securities Inc

John Bannan
Palm Beach Gardens, FL
Brock Rowlett
Owasso, OK
Michael Stone
Palmetto Bay, FL
Justin Heaslip
Iselin, NJ
Randall Richter
Palm Beach Gardens, FL
Roy Weiss
Williamsport, PA
Simona Taurosevicius
Palm Beach Gardens, FL
Bryan Merillat
Chelsea, MI

The content in this profile was updated by SmartAsset on 4/16/2023. 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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