SM
CFP
SM
CFP

Sebastian Messina

42 Years of Experience
Red Bank, NJ
1 DisclosureBroker

Sebastian Messina is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Red Bank, NJ, with 42 years of industry experience. Sebastian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

331 Newman Springs Road, Building 1, Red Bank, NJ, 07701

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 1995
Settled
Other Business Activities

Sebastian owns 100% of SMESSINA, LLC and 16.66% of Marinus Financial, LLC. He is transitioning to FINET Practice and dedicates full-time hours to Marinus Financial, LLC.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
May 2023 - Present · 3 yrs 5 mos
Wells Fargo Advisors
May 2023 - Present · 3 yrs 5 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
July 2003 - May 2023 · 19 yrs 10 mos
Wells Fargo Clearing Services, LLC
July 2003 - May 2023 · 19 yrs 10 mos
Prudential Securities Incorporated
June 2002 - July 2003 · 1 yr 1 mo
Prudential Securities IncorporatedBroker
October 1984 - July 2003 · 18 yrs 9 mos
Universal Securities of America, INC.Broker
June 1984 - August 1984 · 2 mos
Life Planning INC.Broker
January 1984 - June 1984 · 5 mos
State Registrations38 states
AKALAZCACOCTDCDEFLGAIDILINKYMAMDMEMIMNMOMTNCNENHNJNVNYOHORPARISCTNTXUTVAVTWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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