Paul Seizert, financial advisor Bloomfield Hills MI

Paul Seizert

CRD Number: 6377659
Current Firm: Heron Bay Capital Management

Paul Seizert (CRD# 6377659) is an Investment Advisor Representative working at Heron Bay Capital Management in Bloomfield Hills, MI and has over 9 years of experience in the finance industry.

Similar Advisors
Nicholas Goode, financial advisor Bloomfield Hills MI
Nicholas T. Goode
CRD# 4661126
Lpl Financial LLC
Similar Advisors
Wayne Titus, financial advisor Bloomfield Hills MI
Wayne B. Titus
CRD# 4511557
Savant Wealth Management
Similar Advisors
Kenneth Bernard, financial advisor Bloomfield Hills MI
Kenneth M. Bernard
CRD# 4713729
Bernard Wealth Management Corp.
Company Name Location Dates Years
Heron Bay Capital Management, LLC Bloomfield Hills, MI Oct 2019 - Current 4
Seizert Capital Partners Birmingham, MI Jul 2014 - Current 9
Dingman Center For Entrepreneurship College Park, MD Aug 2013 - May 2014 < 1
Monsoon Capital Bethesda, MD May 2013 - May 2014 1
University Of Maryland College Park, MD Jun 2011 - May 2014 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2014
Contact Info for Paul C. Seizert
Phone Number: 248-970-0900
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    563
    MILLIONS
  • Total Number of Accounts
    342
    ACCOUNTS
  • Average Account Value
    $1,644,755
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA, FL, IL, MI, NH, NY

Ready to hire a financial advisor? Get competitive proposals from Paul Seizert 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.