Sean
Sternbach

Cloud Capital

CRD#7455409
Investment Advisor
in Seattle, WA

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About this Advisor

Sean Sternbach is a financial advisor based in Seattle, Washington, working with Cloud Capital. Sean has previously held positions at Cloud Capital, Community Access Fund, Venture Out Startups, LLC, Techstars, Amazon, Gingr, LLC, and Shaggy Dog Chalet, Inc. Sean has passed the Series 65 regulatory exam and is registered to provide services in Washington. Currently, Sean is part of Cloud Capital, which operates out of Seattle, Washington. The firm has 1 office and 3 employees. The firm manages assets totaling $157.4 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 portfolio management for pooled investment vehicles. The fee structure at Cloud Capital includes asset-based and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

450 Alaskan Way S Suite 200
Seattle, WA 98104

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Cloud Capital Brokerage Details

Total Assets Under Management

$157,408,973

WA Average: $3,566,627,242
Total Number of Employees

3

WA Average: 46
Total Number of Accounts

118

WA Average: 1,499
Average Account Size

$1,333,974

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles

Sean Sternbach Work History

2019 - Present (6 years)

Cloud Capital

2019 - Present (6 years)

Community Access Fund

2019 - Present (6 years)

Venture Out Startups, LLC

2019 - 2019 (< 1 year)

Techstars

2016 - 2019 (3 years)

Amazon

2014 - 2016 (2 years)

Gingr, LLC

2012 - 2014 (2 years)

Shaggy Dog Chalet, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Sean Sternbach 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 Cloud Capital

Taylor Heininger
El Segundo, CA
Sean Sternbach
Seattle, WA
Hart Williams
Seattle, WA
Kory Lackey
Seattle, WA

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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