Sean Robert Guldi
Investment adviser representative at B&c Financial Advisors
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$626MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- B&c Financial AdvisorsMay 2013 to now
- Butensky & Cohen Financial Security Inc.Apr 2013 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
B&c Financial Advisors
Legal name: Butensky & Cohen Financial Security Inc
$626MAssets managed
543Clients
9Advisers
28 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
- 5671586
- Firm CRD
- 110295