Sebastian Perez Quintana
Advisor at Merrill — Miami, FL S Biscayne Blvd
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
6 years
Location
Miami, FL 33131
Merrill
Institution
Sebastian Perez Quintana is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. In this role, he helps clients pursue their financial objectives by managing custom investment strategies, selecting from a range of Merrill model portfolios, and leveraging third-party investment options. Sebastian focuses on personal retirement planning, small business strategies, and tax minimization to provide tailored financial solutions.
With over seven years of experience in the financial industry, Sebastian began his career at Primerica, where he attained the position of Regional Vice President. He later served as a Senior Financial Consultant at Regions Bank before joining Merrill Lynch. Sebastian holds Series 7 and 66 FINRA registrations, is a licensed Life, Health, and Annuities insurance agent, and has earned the Personal Investment Advisor (PIA) designation. Bilingual in English and Spanish, he specializes in educating first-generation wealth creators, particularly immigrants, on building and maintaining wealth across generations.
Outside of his professional activities, Sebastian enjoys reading, soccer, and traveling. He values work-life balance and spends his time off with his wife and son. Sebastian’s approach to financial advising emphasizes trust, transparency, and personalized planning centered on clients’ unique goals and priorities.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Miami, FL S Biscayne Blvd
200 S Biscayne Blvd, Pbig Florida Pwm
Miami FL 33131
Advisors at this office
55
Florida · Texas
6 years of industry experience
Bank of America, N.A.
2022 - Present • 4 years
Miami, FL
Merrill
2022 - Present • 4 years
Miami, FL
Financial Solutions Advisor Stage 1
2022 - 2022 • 1 year
Miami, FL
Cetera Investment Services Llc
2021 - 2022 • 1 year
Saint Cloud, MN
Regions bank
2021 - 2022 • 1 year
Hialeah, FL
Sunshine Life and Health
2019 - 2021 • 2 years
Miami, FL
SEMAPE Insurance Group
2019 - 2021 • 2 years
Miami, FL
Combined Insurance
2019 - 2019 • 1 year
Miami, FL
Primerica Advisors
2018 - 2019 • 1 year
Miami Lakes, FL
Primerica Financial Services
2016 - 2019 • 3 years
Miami Lakes, FL
Ocaquatics Northwest Location
2016 - 2016 • 1 year
Miami Lakes, FL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")