A complete list of active advisors currently associated with Selected Objectives LLC
Warmer can help you find a great advisor at Selected Objectives LLC or one who fits your needs even better.
Selected Objectives LLC is applying to be a Florida state‑registered investment adviser and offers discretionary portfolio management services to a range of client types (the brochure lists individuals, high‑net‑worth clients, corporations and trusts) while charging asset‑based advisory fees; the firm currently reports approximately $0 in client assets and no active clients. It states it provides continuous supervision over specified accounts held at qualified custodians and can manage accounts on a discretionary basis with clients able to impose reasonable investment restrictions. The firm combines fundamental and technical analysis and uses a mix of long‑term and short‑term strategies, noting the ability to employ options strategies, short sales and occasional frequent trading, and indicating client portfolios typically have heavier allocations to stocks and options than to bonds. Services are tailored through interviews and questionnaires, accounts are reviewed at least quarterly, and the firm describes a cautious approach to market timing—generally avoiding attempts to time markets and modestly increasing cash as warranted. Distinctive features disclosed in the brochure include an affiliation with an insurance company and the principal’s ongoing involvement in selling insurance products and mortgage origination, activities the firm identifies as potential conflicts of interest it seeks to mitigate through its Code of Ethics and disclosure practices. The firm also emphasizes use of an institutional custodian relationship (Interactive Brokers) to access institutional trading, research and technology services, which the brochure notes may factor into its custody and brokerage recommendations.
To learn more about the advisors currently working at Selected Objectives LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Port St. Lucie, FL
| 29
|
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)