Sean Gerlin, financial advisor Orlando FL
90 score

Sean Gerlin

CRD Number: 6036810
Current Firm: Prudential Financial Planning Services

Sean Gerlin (CRD# 6036810) is an Investment Advisor Representative working at Prudential Financial Planning Services in Orlando, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
The Prudential Insurance Company Of America Orlando, FL Mar 2012 - Current 4
Pruco Securities, LLC Orlando, FL Mar 2012 - Current 4
Unemployed Orlando, FL Aug 2011 - Mar 2012 < 1
Mapp Construction Orlando, FL Oct 2006 - Aug 2011 4
Gl Homes Of Florida Sunrise, FL Jun 2002 - Oct 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2012
S65 NASAA Investment Advisors Law Examination Oct 2012
Contact Info for Sean Gerlin
Phone Number: 800-235-7637
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    4,930
    MILLIONS
  • Total Number of Accounts
    42,153
    ACCOUNTS
  • Average Account Value
    $116,966
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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