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Credentials
Series 65, Series 66
Experience Industry experience
4 years
Location
Remote
Raymond James (USA) Ltd.
Multi-team
Total advisors
123Clients per advisor
39 LowAvg AUM per client
$398,183 LowHNW client ratio
7% LowSebastien Skupek Martin is a financial advisor with Raymond James (USA) Ltd., holding Series 65 and Series 66 licenses and four years of industry experience. He has been employed with the Raymond James group since 2012, serving as a Senior Financial Planner and Associate Portfolio Manager with Raymond James Ltd. in Canada. Raymond James (USA) Ltd. provides fee-based portfolio management and advisory services to individuals, high net worth clients, trusts, pension and profit-sharing plans, as well as corporate and institutional clients. The firm emphasizes asset allocation, diversification, and long-term investing, offering both discretionary and non-discretionary management through its Ambassador wrap-fee program.
Based on Raymond James (USA) Ltd.
Based on Raymond James (USA) Ltd.
$0 - $500,000: 2.25% $500,001 - $1,000,000: 1.75% $1,000,001 - $3,000,000: 1.50% $3,000,001 - $5,000,000: 1.25% $5,000,001+: 1.00%
Clients may pay commissions for securities-related products; investment adviser representatives may receive commissions for sales.
Account minimum: $50,000
California
4 years of industry experience
Raymond James (USA) Ltd.
2024 - Present • 2 years
Toronto, Ontario
Raymond James LTD
2012 - Present • 14 years
Toronto, Ontario
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.
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.
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.
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