Investment adviser representative · Client 1st Advisory Group
Sharon L. Bastide
CRD 829602 · Dunedin, FL
At a glance
Sharon L. Bastide is an investment adviser representative with Client 1st Advisory Group in Dunedin, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Sharon’s SEC record dates to 2015, about 11 years ago.
Current advisory firm
- Client 1st Advisory GroupSince December 2018Dunedin, FL · $511M in regulatory assets
SEC adviser record
- Registered since
- 2015 (11 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Sharon’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.