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Esteban Sapetnitzky

2 Years of Experience

Esteban Sapetnitzky is a registered investment advisor at Seaview Investment Managers LLC, based in Coral Gables, FL, with 2 years of industry experience. Esteban operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 49 clients with $1.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
10 advisors
Number of Clients
49 clients
Average Client Portfolio
$29.3M average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)

Seaview Investment Managers charges a percentage of your portfolio's value annually for investment management. The specific rate depends on the size of your account and is negotiable.

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Location

2 Alhambra Plaza, Suite 802, Coral Gables, FL, 33134

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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

Esteban works as a goalkeeper coach for a soccer team at Gulliver Preparatory. This non-investment related activity takes a few hours per week.

Employment History
Current Registrations
Seaview Investment Managers LLC
August 2023 - Present · 2 yrs 8 mos
State Registrations1 state
FL
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.
Esteban Sapetnitzky - Financial Advisor | TrueAdvisor