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Victor Sedaka

25 Years of Experience
Miami Beach, FL

Victor Sedaka is a registered investment advisor at Glassbead Capital Management LLC, based in Miami Beach, FL, with 25 years of industry experience. Victor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 32 clients with $30M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
32 clients
Average Client Portfolio
$925K average
Assets Under Management
$29.6M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable. Qualified clients may pay a performance-based fee of 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

407 Lincoln Road, Suite 11L, Miami Beach, FL, 33139

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Victor works as a sales consultant for Moto TV Network Inc. in the motorcycle media industry, dedicating about half his time. He also works in sales for Moto Vic Advertising, selling digital signage, dedicating a few hours per week during trading hours and about a quarter of his time overall.

Employment History
Current Registrations
Glassbead Capital Management LLC
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Aegis Capital CORP.Broker
March 2010 - October 2018 · 8 yrs 7 mos
Gunnallen Financial, INCBroker
August 2003 - March 2010 · 6 yrs 7 mos
Quick & Reilly, INC.
September 2002 - August 2003 · 11 mos
Quick & Reilly, INC.Broker
July 2002 - August 2003 · 1 yr 1 mo
AXA Advisors, LLC
January 2002 - July 2002 · 6 mos
AXA Advisors, LLCBroker
January 2002 - July 2002 · 6 mos
M. H. Meyerson & CO., INC.Broker
November 1997 - January 2002 · 4 yrs 2 mos
First Metropolitan Securities, INC.Broker
October 1997 - November 1997 · 1 mo
Shamus Group, INC.Broker
January 1997 - February 1998 · 1 yr 1 mo
Stratton Oakmont INC.Broker
October 1996 - December 1996 · 2 mos
Shamus Group, INC.Broker
February 1996 - October 1996 · 8 mos
State Capital Markets CorporationBroker
November 1995 - February 1996 · 3 mos
D. H. Blair & CO., INC.Broker
July 1995 - November 1995 · 4 mos
State Registrations2 states
FLNY
Advisor

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.