Edward G. Sella
ALPHACORE CAPITAL LLC | President & CEO
Rockville, MD 20852
Some features on this profile are disabled
CRD#: 735258
Professional summary
Edward Geoffrey Sella, CFP®, who also goes by Ed Sella, Jeff Sella, is a registered financial advisor currently at ALPHACORE CAPITAL LLC located in Rockville, Maryland.
Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Edward has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22, Series 6, Series 9, Series 10 and Series 8 exams.
Biography
Edward Geoffrey Sella, CPA/PFS, CFP® has spent nearly four decades transforming SPC Financial® (SPC) from a modest investment management and tax planning practice into a highly specialized, nationally recognized, award winning, SEC Independent Registered Investment firm... equipped with a seasoned group of cross-trained wealth management, estate and tax planning advisors. Geoff has also spent the last 18 years as a partner in Sella & Martinic, LLC (S&M), Certified Public Accountants, and continues to advise, consult and educate those around him with his vast understanding of the financial world and the challenging financial obstacles they may face. Geoff has been awarded many Honorary Industry Achievement Awards (spcfinancial.com/awards) which have earned him national recognition as one of the most respected, tax integrated, wealth management and Personal Financial Strategic pioneers within the country. Geoff and his team of advisors believe their valued clients deserve both exceptional service and tax-efficient performance, regardless of status or position. They also deserve simple solutions for their financial future rather than complex and confusing jargon. It is SPC’s belief that individuals are often challenged in achieving long-term financial objectives, as a result of volatile investment environments, changing income and estate tax laws, and potential complexities of employer provided benefits. Their mission is to provide simplicity in a world of financial complexity. Their team prides themselves on the ability to be large enough to provide wealth management and tax-efficient investment services required by their clients, yet small enough where they know each personally… offering each client a comprehensive wealth management, tax-integrated financial roadmap, comprised of a wide spectrum of integrated financial techniques & strategies... including Risk, Wealth & Portfolio Management, Asset Allocation, College Funding, Retirement, Legacy, and Income & Estate Tax Planning programs.
Question & Answer
What are your service offerings?
Trust & estate planning
Trading individual securities
Insurance
Financial planning
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
5K
Are you a "fiduciary"?
Yes
Aliases
Ed Sella | Jeff Sella
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.
(1) Castello Ragazzi, LLC , 2625 Dapple Grey Court, Olney, MD, 20832, Other P/T: Partner I/R: N 05/27/2016 HPM: 0-1 HPM during trading hours: 0-1 Duties: This is an LLC owned by myself, my wife and her sister (my sister in law). The LLC purchased and sold a rental property. No current business activity. (2) Castello Sul Lago, LLC , 3202 Tower Oaks Blvd Ste 400, Rockville, MD, 20852, Business Owner P/T: Partner I/R: Y 08/31/2016 HPM: 0-1 HPM during trading hours: 0-1 Duties: This is a family LLC owned by myself, my wife and my 4 children. (3) Girl Scouts Nation's Capital , 4301 Connecticut Ave NW # M-2, Washington , DC, 20008, Non profit P/T: Finance/Investment Committee Member I/R: Y 10/01/2016 HPM: 2-10 HPM during trading hours: 0-1 Duties: Serve as Chair of the investment committee. (4) Sella, Kinkel, Sella, Meyers, Inc. , 3202 Tower Oaks Blvd Ste 400, Rockville, MD, 20852, Non-variable Insurance P/T: Agent I/R: N 10/01/1983 HPM: 0-2 HPM during trading hours: 0-1 Duties: NT REQUIRED AT TIME OF SUBMISSION (5) As of October 31, 2025, Mr. Sella will be a producing agent for AlphaCore Insurance Services, and insurance agency at 3202 Tower Oaks Blvd Ste 400, Rockville, MD, 20852. Mr. Sella spends approximately 0-2 hours per month during trading hours. Mr. Sella may offer insurance products and services to clients of the Adviser.
CRS (Client Relationship Summary) - RIA
Click below to view Edward Geoffrey Sella'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®
CFP®
Start date: 1985
Education
Accounting
1976 - 1980
1972 - 1976
Experience
Current
October 31, 2025 - Present
ALPHACORE CAPITAL LLC
Office #1: 3202 Tower Oaks Blvd. Suite 400, Rockville, MD 20852RIA
CRD#: 174346
Rockville, MD
Past
February 21, 1991 - November 26, 2025
SPC FINANCIAL INC
RIA
CRD#: 104618
ROCKVILLE, MD
Past
October 28, 1983 - October 1, 2024
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
ROCKVILLE, MD
Past
September 24, 1982 - March 24, 1988
RELIASTAR FINANCIAL MARKETING CORP.
BD
CRD#: 4234
Past
May 7, 1982 - November 16, 1983
GROVE POINT INVESTMENTS, LLC
BD
CRD#: 1763
Past
August 6, 1981 - December 10, 1984
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK
BD
CRD#: 2873
Past
August 6, 1981 - December 10, 1984
MONY SECURITIES CORPORATION
BD
CRD#: 4386
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".
AC
ALPHACORE CAPITAL LLC
ALPHACORE CAPITAL LLC | ALPHACORE WEALTH ADVISORY | ALPHACORE WEALTH ADVISORS
CRD#: 174346 / SEC#: 801-108468
RIA
Registered Investment Advisory firm - (9/28/2016 Approved)California
Registered Investment Advisory firm - (11/9/2016 Terminated)Illinois
Registered Investment Advisory firm - (9/28/2016 Terminated)Indiana
Registered Investment Advisory firm - (10/13/2016 Terminated)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(10/31/2025)
IAR
Connecticut(10/31/2025)
IAR
Delaware(10/31/2025)
IAR
Illinois(10/31/2025)
IAR
Indiana(10/31/2025)
IAR
Maryland(10/31/2025)
IAR
New York(10/31/2025)
IAR
North Carolina(10/31/2025)
IAR
Pennsylvania(10/31/2025)
IAR
South Carolina(10/31/2025)
IAR
Texas(10/31/2025)
IAR
Utah(11/3/2025)
IAR
Wisconsin(10/31/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 6/29/1984
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
AC
ALPHACORE CAPITAL LLC
ALPHACORE CAPITAL LLC | ALPHACORE WEALTH ADVISORY | ALPHACORE WEALTH ADVISORS
CRD#: 174346 / SEC#: 801-108468
RIA
Registered Investment Advisory firm - (9/28/2016 Approved)California
Registered Investment Advisory firm - (11/9/2016 Terminated)Illinois
Registered Investment Advisory firm - (9/28/2016 Terminated)Indiana
Registered Investment Advisory firm - (10/13/2016 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1200 Prospect St Suite 200, La Jolla, CA 92037
Mailing Address
Phone number
(858) 875-4100
Established
Firm type
Fiscal year end
# of Employees
71
SEC notice filing (46 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,249 |
| AUM (Assets Under Management) | $ 6,060,926,747 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 |
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
ALPHACORE CAPITAL LLC
President & CEOCRD#: 174346Rockville, MD 20852TRUST BUT VERIFY
Monitor Edward Sella
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
