Sebastien Thomas Gilles
Investment adviser representative at Van Clemens Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$470.4MFirm 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
Experience
10 years in the industry.
- Van Clemens Wealth Management, LLCJul 2026 to now
- Van Clemens & Co. Inc.Jul 2026 to now
- Van Clemens Insurance AssociatesJul 2026 to now
- Trinity Wealth Securities, LLCFeb 2023 to Jul 2026
- Florida Financial AdvisorsJun 2022 to Jul 2026
- JoorneySep 2019 to Jun 2022
- WavestoneJun 2016 to Aug 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
Van Clemens Wealth Management, LLC
$470.4MAssets managed
616Clients
40Advisers
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
- 7584598
- Firm CRD
- 297362