Seth Waltman, financial advisor Athens GA

Seth Waltman

CRD Number: 4681412
Current Firm: Eudaimonia Partners, LLC

Seth Waltman (CRD# 4681412) is an Investment Advisor Representative working at Eudaimonia Partners, LLC in Athens, GA and has over 20 years of experience in the finance industry.

Similar Advisors
Jason Piper, financial advisor Athens GA
Jason B. Piper
CRD# 3012105
Lpl Financial LLC
Similar Advisors
Cecil Staton, financial advisor Athens GA
Cecil P. Staton
CRD# 6794724
Arch Financial Planning, LLC
Similar Advisors
Maury Adcock, financial advisor Athens GA
Maury E. Adcock
CRD# 6374744
Edward Jones
Company Name Location Dates Years
Eudaimonia Partners, Llc Dba Phoenix Asset Advisors LLC Watkinsville, GA Aug 2019 - Current 4
Ms Howells & Company Scottsdale, AZ Sep 2016 - Current 7
Harmony Grove Wealth Management, LLC Athens, GA Sep 2016 - Aug 2019 2
Wells Fargo Advisors Financial Network LLC Athens, GA Feb 2011 - Sep 2016 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2003
S65 NASAA Investment Advisors Law Examination Mar 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Seth L. Waltman
Phone Number: 877-843-1411
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    785
    MILLIONS
  • Total Number of Accounts
    3,036
    ACCOUNTS
  • Average Account Value
    $258,427
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, CA, CO, CT, FL, GA, IL, IN, KY, LA, MI, NC, NE, NH, NJ, NY, OH, OK, PA, SC, TN, TX, VA

Ready to hire a financial advisor? Get competitive proposals from Seth Waltman and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.