SL
CFP
SL
CFP

Sebastian Lafontaine

8 Years of Experience
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement Planning
Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
1,290,843 clients
Average Client Portfolio
$3K average
Assets Under Management
$4.2B

Fee Structure

Financial Planning:Included in AUM fee
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Location

Homestead, FL

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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 Activities

Sebastian works as a Bilingual Financial Coach at Morrow Group Inc., a financial planning firm, since May 2024. He dedicates about 10-20% of his time to this role, working 20 hours weekly during nights and weekends.

Employment History
Current Registrations
Stash Invest
October 2025 - Present · 4 mos
Hoskin Capital
May 2025 - Present · 9 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
August 2018 - August 2021 · 3 yrs
Greytown Advisors
December 2017 - March 2018 · 3 mos
J.P. Morgan Securities LLCBroker
October 2012 - July 2017 · 4 yrs 9 mos
Chase Investment Services CORP.Broker
August 2012 - October 2012 · 2 mos
State Registrations3 states
FLMINY
Advisor
Exams
No exam information available for this advisor.