Sean Gerlin
CFP®Professional Summary
Sean Gerlin, CFP®, who also goes by William Sean Gerlin, is a registered financial advisor currently at ENVISION WEALTH PLANNERS located in Maitland, Florida. Sean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Sean has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Business Services
- Tax Planning
- Estate & Legacy Planning
- Financial Planning
- Risk Management & Insurance
- Investment Management
- Retirement Planning
- Cashflow & Budgeting
Biography
Sean resides in central Florida with his wife, Nicole and two children, Avery and Will. He enjoys spending time with his family, cooking, golf, and watching Gator sports.
Other Aliases
William Sean Gerlin
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
14 years in the financial services industry
Current & Past Employments
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Current Firm
ENVISION FINANCIAL SERVICES & ASSET MANAGEMENT | ENVISION WEALTH PLANNERS | ENVISION FINANCIAL SERVICES & ASSET MANAGEMENT, LLC
Contact Information
Main Address
Maitland, FLPhone Number
(407) 720-6535# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
155AUM (Assets Under Management)
$61,184,151Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(10/31/2018)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Mar 2012About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Sean Gerlin's CRS (Customer Relationship Summary).
Services Offered by Sean
- Business Services
- Tax Planning
- Estate & Legacy Planning
- Financial Planning
- Risk Management & Insurance
- Investment Management
- Retirement Planning
- Cashflow & Budgeting
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