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SP

Sean P. Preston

FIRESTONE CAPITAL MANAGEMENT
SOUTH MIAMI, FL 33143
Some features on this profile are disabled
CRD#: 5069113
SP

Professional summary

Sean Patrick Preston is a registered financial advisor currently at FIRESTONE CAPITAL MANAGEMENT INC located in South Miami, Florida.

Sean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Sean has worked at 2 firms and has passed the Series 66, Series 55, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sean Patrick Preston'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®
None

Experience

Current

December 4, 2025 - Present

FIRESTONE CAPITAL MANAGEMENT INC

Office #1: 7301 Sw 57th Ct Unit 450, South Miami, FL 33143
RIA
CRD#: 106366
SOUTH MIAMI, FL
Past

January 1, 2006 - March 9, 2010

GOLDMAN SACHS CUSTODY SOLUTIONS

BD
CRD#: 48015
MCLEAN, VA

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".
FC
FIRESTONE CAPITAL MANAGEMENT INC
FIRESTONE CAPITAL MANAGEMENT INC

CRD#: 106366 / SEC#: 801-40397

RIA
Registered Investment Advisory firm - (12/16/1991 Approved)

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
Florida
(12/4/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/28/2006
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 5/15/2006
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 12/28/2005
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/6/2006
General Securities Principal Examination

Current Firm

FC
FIRESTONE CAPITAL MANAGEMENT INC
FIRESTONE CAPITAL MANAGEMENT INC

CRD#: 106366 / SEC#: 801-40397

RIA
Registered Investment Advisory firm - (12/16/1991 Approved)
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Contact information

Main Address
7301 Sw 57th Ct Unit 450, South Miami, FL 33143
Mailing Address
Phone number
(305) 669-2119
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (17 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIRESTONE AMENDED FORM ADV PART 2A (5/29/2025)

Regulatory assets under management

Total Number of Accounts1,166
AUM (Assets Under Management)$ 710,304,176

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.

Company Information

FIRESTONE CAPITAL MANAGEMENT INC

CRD#: 106366South Miami, FL 33143

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