Paul Seizert, financial advisor Birmingham MI
88 score

Paul Seizert

CRD Number: 6377659
Current Firm: Seizert Capital Partners

Paul Seizert (CRD# 6377659) is an Investment Advisor Representative working at Seizert Capital Partners in Birmingham, MI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Seizert Capital Partners Birmingham, MI Jul 2014 - Current 2
Unemployed Washington, DC Jun 2014 - Jul 2014 < 1
Dingman College Park, MD Aug 2013 - Jun 2014 < 1
University Of Maryland College Park, MD Jun 2012 - May 2014 1
Monsoon Capital Bethesda, MD May 2013 - Jan 2014 < 1
Avectra, Inc. Mclean, VA Dec 2008 - Jun 2012 3
Callahan & Associates Washington, DC Jun 2006 - Dec 2008 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2014
Contact Info for Paul C. Seizert
Phone Number: 248-593-1500
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    3,420
    MILLIONS
  • Total Number of Accounts
    548
    ACCOUNTS
  • Average Account Value
    $6,240,277
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, ID, IL, LA, MA, MI, NJ, NY, OH, PA, TX, VA

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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