Sebastian FelderCRD Number: 7254285
Current Firm: We Family Offices
Sebastian Felder (CRD# 7254285) is an Investment Advisor Representative working at We Family Offices in Miami, FL and has 1 year of experience in the finance industry.
Genesis Wealth Management, Inc.
Kingsview Wealth Management, LLC
Efg Asset Management (americas) Corp.
|We Family Offices||Miami, FL||May 2021 - Current||1|
|The University Of Florida||Gainesville, FL||Jun 2017 - Apr 2021||3|
|Immaculata La Salle High School||Miami, FL||Aug 2013 - May 2017||3|
|Student||Miami, FL||May 2011 - Aug 2013||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2021|
Total Assets Under Management13,382MILLIONS
Total Number of Accounts96ACCOUNTS
Average Account Value$139,400,646
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CT, FL, NY
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