Sean Sternbach
Investment Adviser Representative at Cloud Capital Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Sean Sternbach is an investment adviser representative with Cloud Capital Management in Boca Raton, FL, where they have been registered since 2023, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Florida and Washington.
Registrations & licenses
- Investment adviser:
- Florida, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Cloud CapitalDec 2019 – no end date reportedBainbridge Island, WA
- Community Access FundSep 2019 – no end date reportedSeattle, WA
- Venture Out Startups, LLCDec 2019 – no end date reportedSeattle, WA
- TechstarsMar 2019 – Sep 2019Seattle, WA
- AmazonAug 2016 – Mar 2019Seattle, WA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Cloud Capital Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Performance-based fees
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Full-service wealth management including financial planning, investment management, transaction planning, tax strategy, estate planning guidance, and spending analysis and credit sourcing, coordinated as a single plan.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 6
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Seattle, WA
- Founded:
- 2022
- SEC file number:
- 801-128329
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 29, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Sean Sternbach has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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