Selected Objectives LLC

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Port Saint Lucie, Florida
CRD number
337992
Fee structure
Percentage of AUM
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Selected Objectives LLC is organized as a limited liability company owned by an individual. The firm provides discretionary portfolio management services for both individuals and small businesses, as well as for businesses or institutional clients. Its stated fee model is a percentage-of-assets-under-management arrangement. The adviser is not identified as a multi-state adviser, is not classified as a capital allocator, and does not describe itself as an active ESG investor or a pension consultant. The firm's public profile lists an industry affiliation with an insurance company.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Peter Bisulca

    Peter Bisulca

    Financial RepresentativeCRD 2367777

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Port Saint Lucie, FL

Saint Lucie

Location

Port Saint Lucie, FL

Headquartered in Port Saint Lucie, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Saint Lucie
Address
521 Se Monet Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth