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Sebastian R encinas Borsini

Investment adviser representative at Greenberg Financial Group
13 yearsExperience
1 stateRegistered in
$406.9MFirm assets
36 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 assetsFixed 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

13 years in the industry.

  1. Greenberg Financial GroupJun 2023 to now
  2. Heritage HighlandsFeb 2021 to Jun 2023
  3. Troon Golf - El ConquistadorNov 2018 to Feb 2021
  4. StudentJan 2013 to Nov 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 1 state (AZ).

Greenberg Financial Group

$406.9MAssets managed
804Clients
6Advisers
36 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
7775790
Firm CRD
38747
Advisor's SEC record (opens in a new tab)
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