Advisor at The SEB Group, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The SEB Group, Inc.
Location
Philadelphia, PA
Credentials
CFP®, Series 63
Industry experience
33 years
Sharon Binstok is a CFP® with 33 years of industry experience and has been with The SEB Group, Inc. since 2007, where she serves as president and sole owner. Prior to and during her time at The SEB Group, she was also affiliated with Commonwealth Financial Network from 2007 to 2021. Outside of her advisory role, she is active as a musical performer. The SEB Group is a small advisory firm serving individuals, high-net-worth families, trusts, estates, and retirement plans. The firm focuses on written financial planning and consulting, along with tax preparation and related accounting support, using fundamental analysis and asset-allocation recommendations without discretionary portfolio management.
Based on The SEB Group, Inc.
$500 per hour
Fee-only: $500 per hour
Philadelphia, PA
New Jersey · New York · Pennsylvania
The Seb Group
2007 - Present (19 years)
Commonwealth Financial Network
2007 - 2021 (14 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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