SEAN S. SPOWART
CYPRESS COAST INVESTMENTS | Broker and Owner at Cypress Coast Investments
Carmel, CA 93923
CRD#: 2458065
Professional summary
SEAN Steven SPOWART, who also goes by Sean Steven Spowart, Sean Spowart, is a registered financial advisor currently at CYPRESS COAST INVESTMENTS located in Carmel, California.
SEAN is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. SEAN has worked at 1 firm and has passed the Series 2 exam.
Biography
I began investing in real estate in 1972, encouraged by my father who was active in real estate and other equity investments. I continued investing in real estate and securities through my corporate career so it was natural for me to start my own investment company. It's something that I really enjoy, and with that experience, came a certain amount of wisdom. I believe that balance is essential to a healthy life, both in investments and day to day living.
Cypress Coast Investments is an investment consulting firm specializing in real estate, equities, and general investment management. We have over 50 years of experience in all aspects of real estate including sales, rentals, mortgages and trust deed investments. We have extensive knowledge in managing equity investments including stocks, bonds, mutual funds and ETF's. We are licensed by the California Bureau of Real Estate (01128710) and California Department of Business Oversight (136903) to provide expert analysis of most any investment opportunity.
Question & Answer
What are your service offerings?
real estate sales and rentals
mortgages
trust deed investments
equity investments
stocks
bonds
mutual funds
ETF's
general investment management
Are you a "fiduciary"?
Yes
Aliases
Sean Steven Spowart | Sean Spowart
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view SEAN Steven SPOWART's 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®
NoneExperience
Current
April 12, 2018 - Present
CYPRESS COAST INVESTMENTS
Office #1: 25651 Ryan Place, Carmel, CA 93923RIA
CRD#: 136903
Carmel, CA
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.Highlighted states indicate IAR registrations
IAR
California(4/12/2018)
Exams
General Industry/Product Exam
RR
Series 2
Date: 2/4/1994
Non-Member General Securities ExaminationCurrent Firm
CC
CYPRESS COAST INVESTMENTS
CYPRESS COAST INVESTMENTS | SPOWART, SEAN STEVEN | SPOWART & ASSOCIATES
CRD#: 136903 / SEC#:
California
Registered Investment Advisory firm - (2/28/1994 Approved)PREMIUM
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Contact information
Main Address
25651 Ryan Place, Carmel, CA 93923
Mailing Address
P.o. Box 4055, Monterey, CA 93942
Phone number
(831) 809-8186
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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Company Information
CYPRESS COAST INVESTMENTS
Broker and Owner at Cypress Coast InvestmentsCRD#: 136903Carmel, CA 93923TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
