Sean Gerlin

Current Employers

Envision Wealth Planners

Maitland, FL • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-10-17

FL RA
APPROVED

Since 2025-10-17

Branch Locations

Maitland, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
The Prudential Insurance Company Of America	Orlando	FL	02/2012	10/2018
Pruco Securities, Llc	Orlando	FL	03/2012	10/2018
Envision Financial Services & Asset Management, Llc	Maitlant	FL	10/2018	Present

02/2012 → 10/2018

The Prudential Insurance Company Of America

Orlando, FL
03/2012 → 10/2018

Pruco Securities, Llc

Orlando, FL
10/2018 → Present

Envision Financial Services & Asset Management, Llc

Maitlant, FL

Previous Registrations

2012-10-26 → 2018-11-08

Pruco Securities, Llc.

Orlando, FL

Other Businesses

Lake Nona Regional Chamber of Commerce~N-6917 Narcoossee Rd, Orlando, FL 32832~Chamber of Commerce~Vice Chair~/2015~4 hrs/mo~4 trading hrs/mo- Provide assistance to chairman and assist President as needed.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2012-10-16
S63	Uniform Securities Agent State Law Examination	2012-04-05

S65 Uniform Investment Adviser Law Examination

2012-10-16
S63 Uniform Securities Agent State Law Examination

2012-04-05

Designations

Other Names

William Sean Gerlin

View on SEC IAPD