linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Sebastian Michael Elliot

Your Choice Financial LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Sebastian? Claim Your Profile

About Sebastian Michael Elliot

Sebastian Elliot is an investment advisor representative registered with Your Choice Financial LLC. Sebastian has been in the financial services industry since 2007. Sebastian is licensed in Connecticut and Florida, and holds the Series 7, 63, 65, 86 and 87 licenses. Sebastian's previous experience includes roles at LEUMI INVESTMENT SERVICES INC., Ariav Capital, LLC, Enlighten Interactive, LLC, High Velocity Capital, LLC, Wyzant.com, ReJoyce Wealth Management LLC, Mid American Wealth Advisory Group Inc. and YOUR CHOICE FINANCIAL LLC. Sebastian has a history of providing investment advice to individuals and businesses. Sebastian also offers financial planning services.

Firm Information

Sebastian Elliot is currently registered with Your Choice Financial LLC. Your Choice Financial LLC is a financial advisory firm that manages approximately $41.04 million in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals and businesses. They have 8 licensed agents and investment adviser representatives who serve 71 clients, primarily individuals other than high-net-worth.

$41.04M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Sebastian Elliot’s Registration & Firm History

CT

07/30/2024 - Present

Your Choice Financial LLC (Greenwich CT)

NY

11/16/2007 - 03/15/2013

LEUMI INVESTMENT SERVICES INC. (NEW YORK NY)

Not sure if Sebastian Michael Elliot is right for you?

Licenses & Designations

IA

Issued 07/26/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/04/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/24/2012

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 12/07/2009

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 11/15/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sebastian Michael Elliot.
Not sure if Sebastian Michael Elliot is right for you?