Sebastian Dovi (CRD# 6528681) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 3 years of experience in the finance industry.
CRD# 1272342
Lpl Financial LLC
CRD# 2432429
Avantax Advisory Services
CRD# 5002082
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Mcadam LLC | Philadelphia, PA | Sep 2020 - Current | 3 |
Frg (frank Retirement Group) | Philadelphia, PA | Jun 2019 - Sep 2020 | 1 |
Brown University | Providence, RI | Sep 2015 - May 2019 | 3 |
Homeloan Bank Fsb, | Warwick, RI | Jun 2018 - Aug 2018 | < 1 |
London School Of Economics | London, | Jun 2017 - Aug 2017 | < 1 |
Small Jobs Well Done | Avon, CT | Jun 2016 - Aug 2016 | < 1 |
Morgan Stanley | Purchase, NY | Jul 2015 - Aug 2015 | < 1 |
Loomis Chaffe School | Windsor, CT | Sep 2012 - May 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2020 |
- PA
-
Total Assets Under Management1,739MILLIONS
-
Total Number of Accounts8,964ACCOUNTS
-
Average Account Value$194,004
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.