Thavaselan Subramaniam
Investment adviser representative at Turner Financial Group, Inc.
14 yearsExperience
1 stateRegistered in
ChFC®Designation
$229.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Turner Financial Group, Inc.Nov 2023 to now
- Turner Financial Group, Inc. dba Seelan Wealth StrategiesNov 2023 to now
- S&z RealtyJan 2021 to now
- Green Hill ManagementDec 2019 to now
- West East International Marketing and Consulting, LLCDec 2019 to now
- Advanced Tax Consulting, LLCApr 2016 to now
- Real Time Management, LLCJul 2012 to now
- Claraphi Advisory Network, LLC dba Seelan Wealth StrategiesJun 2022 to Oct 2023
- Coastal Investment AdvisorsJul 2021 to Jun 2022
- Claraphi Advisory Network, LLCMar 2016 to Jul 2021
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 1 state (OK).
Turner Financial Group, Inc.
$229.6MAssets managed
620Clients
8Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1948362
- Firm CRD
- 134204