Richard
Sebastian
Gwn Securities Inc
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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Gwn Securities Inc Brokerage Details
$2,838,916,178
755
58,177
$48,798
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.*
Gwn Securities, Inc
Harbor Light Insurance & Wealth Advisors LLC
Tmac LLC
Southeast Investments, N.C. Inc
Harbor Light Capital LLC
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
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Palmetto Bay, FL
Palm Beach Gardens, FL
Iselin, NJ
Williamsport, PA
Palm Beach Gardens, FL
Palm Beach Gardens, FL
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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