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Sebastian Cornejo

3 Years of Experience
Philadelphia, PA
BrokerSells Insurance

Sebastian Cornejo is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Philadelphia, PA, with 3 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.

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Location

1600 Jfk Blvd, Philadelphia, PA, 19103

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Sebastian maintains an insurance license since 2022, but does not dedicate any time to it. This activity is not investment-related.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2024 - Present · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2024 - Present · 1 yr 11 mos
Previous Registrations
Vanguard Marketing CorporationBroker
February 2023 - August 2024 · 1 yr 6 mos
Florida Financial Advisors, LLC
July 2022 - September 2022 · 2 mos
State Registrations13 states
CADCDEFLGAMAMDNJNYOHPATXWV
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.