Sebastian Banchs (CRD# 4494243) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Coconut Grove, FL and has over 12 years of experience in the finance industry.
CRD# 1104730
Cetera Investment Advisers LLC
CRD# 2845657
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6904269
Fdi Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Royal Alliance Associates, Inc. | Coconut Grove, FL | Nov 2018 - Current | 5 |
| Signator Investors Inc. | Miami, FL | Sep 2001 - Nov 2018 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2011 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2011 |
- FL
- TX
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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