Sebastian M. Elliot
Professional summary
Sebastian Michael Elliot, who also goes by Sebastian Michael Garcia Elliot, Sebastian Elliot, Sebastian Michael Garcia, Sebastian M Garcia, is a registered financial advisor currently at YOUR CHOICE FINANCIAL LLC located in Greenwich, Connecticut.
Sebastian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Sebastian has worked at 3 firms and has passed the Series 65, Series 63, Series 86, Series 87 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Sebastian Michael Elliot's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 6, 2024 - Present
YOUR CHOICE FINANCIAL LLC
May 15, 2018 - August 14, 2019
REJOYCE WEALTH MANAGEMENT LLC
January 12, 2011 - March 15, 2013
VALLEY FINANCIAL MANAGEMENT, INC.
November 16, 2007 - March 15, 2013
VALLEY FINANCIAL MANAGEMENT, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/6/2024)
(7/30/2024)
Exams
Current Firm
YOUR CHOICE FINANCIAL LLC
CRD#: 321169 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 185 |
| AUM (Assets Under Management) | $ 36,986,017 |
Red Flags
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