Sean Nicholas Sottile

Employer firm

Alliance Advisory & Securities, LLC CRD 18835

$687M regulatory AUM 675 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2024 → Present
  Alliance Advisory & Securities
  Westlake Village, CA
• 09/2013 → 02/2024
  Santa Clarita Foursquare Church - Dba Crosspoint
  Santa Clarita, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-13