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John Michael Sessa

Financial Trust Asset Management Chartered

Boca Raton, FL

CRD 7861126

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Employer firm

Financial Trust Asset Management Chartered CRD 108998

$142M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Financial Trust Asset Management Chartered

10055 Yamato Road Suite 103, Boca Raton, FL 33498-6102 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-02-27
  • FL RA
    APPROVED
    Since 2024-02-27

Branch Locations

10055 Yamato Road Suite 103, Boca Raton, FL 33498 • 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
OrganizationCityStateFromTo
Financial Trust Asset Management Chartered Boca Raton FL 07/2022 Present
Coincentral.COm Fort Lauderdale FL 01/2018 07/2021
Marcus & Millichap Fort Lauderdale FL 02/2022 04/2022
University Of Miami Coral Gables FL 08/2015 05/2017
Unemployed Davie FL 06/2017 12/2017
Unemployed Fort Lauderdale FL 08/2021 01/2022
  • 07/2022 → Present
    Financial Trust Asset Management Chartered
    Boca Raton, FL
  • 01/2018 → 07/2021
    Coincentral.COm
    Fort Lauderdale, FL
  • 02/2022 → 04/2022
    Marcus & Millichap
    Fort Lauderdale, FL
  • 08/2015 → 05/2017
    University Of Miami
    Coral Gables, FL
  • 06/2017 → 12/2017
    Unemployed
    Davie, FL
  • 08/2021 → 01/2022
    Unemployed
    Fort Lauderdale, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-22
  • S65 Uniform Investment Adviser Law Examination
    2024-02-22

View on SEC IAPD

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