Sebastien Tomescu
Investment adviser representative at LPL Financial LLC
10 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial LLCMay 2025 to now
- Patelco Credit UnionAug 2022 to now
- San Francisco Fire Credit UnionJan 2022 to Aug 2022
- Cuso Financial Services, LPJan 2021 to May 2025
- Cuso Financial Services, LPJan 2020 to Dec 2020
- San Francisco Fire Credit UnionJan 2020 to Dec 2020
- San Francisco Fire Credit UnionJan 2018 to Dec 2019
- San Francisco Fire Credit UnionApr 2016 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7214173
- Firm CRD
- 6413