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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-08-2021
- Office Locations
- 1
Office Locations
About Sebetic Advisors, LLC
Sebetic Advisors, LLC is a founder-led RIA in East Williston, NY providing portfolio construction and ongoing asset management for retail clients, including entrepreneurs and retirees. The investment approach emphasizes asset allocation and risk management, primarily using mutual funds and ETFs with exposure across fixed income, real estate, and alternative investments, and can incorporate insurance and 529 planning strategies. Custody includes Schwab and Interactive Brokers.
Team overview
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Client Personas
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Investment Themes
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Platform
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Owner & Executives
PAUL GERARD SEBETIC
Chief Compliance Officer, Founder, Managing Member
- CRD
- #1957732
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $94,388,000 | $761,194 |
| Non-Discretionary | $0 | -- |
| Total | $94,388,000 | $761,194 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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