Sebastian B. Triscari

GENESIS ASSET MANAGEMENT GROUP

Centerport, NY

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CRD#: 1480234

Professional summary

Sebastian Bonone Triscari, CFP®, CIMA®, who also goes by Sebastian B Triscari, Sebastian Triscari, is a registered financial advisor currently at GENESIS ASSET MANAGEMENT GROUP, INC. located in Centerport, New York and OSAIC WEALTH, INC. located in New York, New York.

Sebastian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Sebastian has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 3 exams.

Question & Answer

What are your service offerings?

Insurance Planning

Employee and Employer Plan Ben...

Tax Planning

Retirement Planning

Retirement Income Management

Comprehensive Financial Planni...

Investment Planning

Education Planning

Estate Planning

Are you a "fiduciary"?

Yes

Aliases

Sebastian B Triscari | Sebastian Triscari

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

GENESIS ASET MANAGEMENT GROUP, INC. IS A SEC REGISTERED INVESTMENT ADVISOR. SEBASTIAN TRISCARI, LICENSED TO SELL LIFE, DISABILITY, HEALTH AND LONG TERM CARE INSURANCE. SEDONA TAPHOUSE. RESTAURANT. NOT SECURITIES RELATED. 3% OWNERSHIP. 3-5 HOURS DEVOTED PER MONTH, ZERO HOURS DURING MARKET HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sebastian Bonone Triscari's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1998

CIMA^®

Certified Investment Management Analyst

Experience

Current

August 1, 2022 - Present

GENESIS ASSET MANAGEMENT GROUP, INC.

RIA

CRD#: 125350

Centerport, NY

Current

October 11, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 260 Madison Avenue 17th Floor, New York, NY 10016

RIA

CRD#: 23131

NEW YORK, NY

Past

February 17, 2004 - October 11, 2024

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CRD#: 18487

NEW YORK, NY

Past

February 26, 1997 - February 18, 2004

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

April 18, 1994 - February 27, 1997

PRIME CAPITAL SERVICES, INC.

CRD#: 18334

POUGHKEEPSIE, NY

Past

June 26, 1990 - March 25, 1997

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

January 24, 1989 - August 21, 1989

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GENESIS ASSET MANAGEMENT GROUP, INC.

CRD#: 125350 / SEC#: 801-108428

RIA

Registered Investment Advisory firm - (9/19/2016 Approved)

New York

Registered Investment Advisory firm - (4/11/2016 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(10/11/2024)

Colorado
(10/11/2024)

Connecticut
(10/11/2024)

District of Columbia
(10/11/2024)

Florida
(10/11/2024)

Georgia
(10/11/2024)

Hawaii
(10/11/2024)

Illinois
(10/11/2024)

Indiana
(10/11/2024)

Louisiana
(10/11/2024)

Maryland
(10/11/2024)

Massachusetts
(10/11/2024)

Michigan
(10/11/2024)

Minnesota
(9/17/2025)

Nevada
(10/11/2024)

New Hampshire
(10/11/2024)

New Jersey
(10/11/2024)

IAR

New York
(8/1/2022)

New York
(10/11/2024)

North Carolina
(10/11/2024)

North Dakota
(10/11/2024)

Ohio
(10/11/2024)

Oregon
(10/11/2024)

Pennsylvania
(10/11/2024)

Rhode Island
(10/11/2024)

South Carolina
(10/11/2024)

South Dakota
(10/11/2024)

Texas
(10/11/2024)

Virginia
(10/11/2024)

Washington
(10/11/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 1/27/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/21/1989

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 4/6/1988

National Commodity Futures Examination

SRO Registrations

FINRA

Current Firm

GENESIS ASSET MANAGEMENT GROUP, INC.

CRD#: 125350 / SEC#: 801-108428

RIA

Registered Investment Advisory firm - (9/19/2016 Approved)

New York

Registered Investment Advisory firm - (4/11/2016 Terminated)

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Contact information

Main Address

Centerport, NY

Mailing Address

Phone number

(212) 856-9000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A & 2B (1/16/2025)

Regulatory assets under management

Total Number of Accounts	198
AUM (Assets Under Management)	$ 72,840,054

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Sebastian B. Triscari

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sebastian Bonone Triscari's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

OSAIC WEALTH, INC.

PRIME CAPITAL SERVICES, INC.

MML INVESTORS SERVICES, LLC

LEHMAN BROTHERS INC.

Primary Firm SEC Registration

GENESIS ASSET MANAGEMENT GROUP, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 1/27/1989

SIE

Date: 10/1/2018

Series 7

Date: 1/21/1989

Series 3

Date: 4/6/1988

FINRA

Current Firm

GENESIS ASSET MANAGEMENT GROUP, INC.

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GENESIS ASSET MANAGEMENT GROUP, INC.

TRUST BUT VERIFY

Contact information

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