Unclaimed Profile

Sean (nmn) Guldi

BUTENSKY & COHEN FINANCIAL SECURITY INC·PONTE VEDRA BEACH, Florida

Series 7, Series 66Clean record16 years registeredBUTENSKY & COHEN FINANCIAL SECURITY INC

110 PROFESSIONAL DRIVE, PONTE VEDRA BEACH, FL 32082CRD# 5671586Firm CRD# 110295

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sean (nmn) Guldi · PONTE VEDRA BEACH, FL

Registration

CRD #5671586 · BUTENSKY & COHEN FINANCIAL SECURITY INC · 16 years registered

Brand Profile

Not yet started

Career History

B&C FINANCIAL ADVISORS

May 2013 – present

NEWPORT GROUP SECURITIES, INC.

Jan 2010 – Apr 2013

HEATHROW, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · January 26, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BUTENSKY & COHEN FINANCIAL SECURITY INC

CRD 110295 · SEC 801-55533

AUM

$503M

Regulatory assets under management

Employees

1,187 client accounts

Services offered by BUTENSKY & COHEN FINANCIAL SECURITY INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BUTENSKY & COHEN FINANCIAL SECURITY INC →

Introduction

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Frequently Asked Questions

What services does Sean (nmn) Guldi offer?

Sean (nmn) Guldi specializes in Financial Planning, Investment Management. Contact their office in PONTE VEDRA BEACH, Florida for a consultation.

What are Sean (nmn) Guldi's credentials?

Sean (nmn) Guldi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sean (nmn) Guldi located?

Sean (nmn) Guldi is based in PONTE VEDRA BEACH, Florida, working with BUTENSKY & COHEN FINANCIAL SECURITY INC. Their office serves clients in the PONTE VEDRA BEACH metropolitan area and surrounding communities.

How does Sean (nmn) Guldi charge for services?

Sean (nmn) Guldi's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BUTENSKY & COHEN FINANCIAL SECURITY INC?

BUTENSKY & COHEN FINANCIAL SECURITY INC has approximately 10 employees and manages $503M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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