Sharon Bastide, financial advisor Vero Beach FL

Sharon Bastide

CRD Number: 829602
Current Firm: Client 1st Advisory Group

Sharon Bastide (CRD# 829602) is an Investment Advisor Representative working at Client 1st Advisory Group in Vero Beach, FL and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Client 1st Advisory Group LLC Vero Beach, FL Apr 2018 - Current 5
Self-employed Vero Beach, FL Dec 2016 - Apr 2018 1
Diversified Investment Advisors Cape May, NJ Jul 2010 - Dec 2016 6
Diversified Investors Securities Corp. Cape May, NJ Oct 2008 - Dec 2016 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2008
S65 NASAA Investment Advisors Law Examination Aug 2015
Contact Info for Sharon L. Bastide
Phone Number: 727-450-2301
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    292
    MILLIONS
  • Total Number of Accounts
    314
    ACCOUNTS
  • Average Account Value
    $930,098
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
Types of Clients
Registered States

AL, AR, FL, GA, LA, MS, NC, NH, TN, TX

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