Investment adviser representative · Envision Wealth Planners
Sean Gerlin
CRD 6036810 · Maitland, FL
At a glance
Sean Gerlin is an investment adviser representative with Envision Wealth Planners in Maitland, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Sean’s SEC record dates to 2012, about 13 years ago. Designations on file: Certified Financial Planner, Chartered Financial Consultant.
Current advisory firm
- Envision Wealth PlannersSince October 2025Maitland, FL · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2012 (13 years)
- Designations
- Certified Financial Planner, Chartered Financial Consultant
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Sean’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.