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 14 years of experience in the finance industry.

Similar Advisors
Alyssa Abbate, financial advisor Vero Beach FL
Alyssa R. Abbate
CRD# 6980780
Fidelity Personal And Workplace Advisors
Similar Advisors
Marc Aiken, financial advisor Vero Beach FL
Marc D. Aiken
CRD# 1076829
Securities Research, Inc.
Similar Advisors
Mary Arizpe, financial advisor Vero Beach FL
Mary K. Arizpe
CRD# 2359100
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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
  • Total Number of Accounts
  • Average Account Value
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


Ready to hire a financial advisor? Get competitive proposals from Sharon Bastide and other advisors.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.