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Sebastian Elliot

Advisor at Your Choice Financial LLC

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Your Choice Financial LLC logo

Firm

Your Choice Financial LLC

Location

St. Cloud, FL

Credentials

Series 63, Series 65

Industry experience

5 years

About

Sebastian Elliot is a financial advisor with Your Choice Financial LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His previous roles include positions at Mid American Wealth Advisory Group Inc. and ReJoyce Wealth Management LLC. Outside of his advisory work, he is the CEO of Enlighten Interactive LLC, a software development company, and serves as a finance tutor for Wyzant.com. Your Choice Financial LLC offers portfolio management, financial planning, and pension consulting services to individuals, pension plans, and business entities. The firm manages diversified portfolios using a combination of technical and quantitative strategies and operates across multiple offices with affiliations that include accounting and third-party advisory firms.

Client services

Based on Your Choice Financial LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Your Choice Financial LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Annuities

Occupation focus

Based on Your Choice Financial LLC

Doctor or Medical Professional Self-Employed

Demographic focus

Based on Your Choice Financial LLC

Established Professionals

Fee options

Fixed

Financial planning fixed fees range from $600 to $20,000 based on complexity

Percentage

$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.40% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001+: Negotiable

Location

St. Cloud, FL

Most active in

Connecticut · Florida

Work history

Your Choice Financial LLC

2023 - Present (3 years)

Mid American Wealth Advisory Group Inc.

2021 - 2022 (1 year)

ReJoyce Wealth Management LLC

2018 - 2019 (1 year)

Wyzant.com

2017 - Present (9 years)

High Velocity Capital, LLC

2017 - Present (9 years)

Ariav Capital, LLC (c/o Trinet, One Park Place, Su

2015 - 2016 (1 year)

Enlighten Interactive, LLC

2002 - Present (24 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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