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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Sternbach is an investment advisor representative with Cloud Capital in Seattle, Washington. Sean has been in the industry since December 2019. He holds the Series 65 license and is registered with the state of Washington. Sean's specializations include providing financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Sean is also Managing Partner of Community Access Fund, a venture capital fund, and Co-Founder of Venture Out Startups, LLC, a business startup fund and educational services. Cloud Capital is a registered investment advisor that provides financial planning and portfolio management services to individuals, corporations, and pooled investment vehicles. Cloud Capital has approximately $189.9 million in assets under management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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FL
02/28/2023 - Present
Cloud Capital (BOCA RATON FL)
IA
Issued 02/27/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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