Jeffrey Seitz (CRD# 1918201) is an Investment Advisor Representative working at Facet in Melville, NY and has over 27 years of experience in the finance industry. Jeffrey Seitz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Facet | Baltimore, MD | Jun 2023 - Current | < 1 |
| The Vanguard Group, Inc. | Malvern, PA | Feb 2021 - Jun 2023 | 2 |
| Purshe Kaplan Sterling Investments | Plainview, NY | Sep 2020 - Feb 2021 | < 1 |
| Thrivent Advisor Network D/b/a Louis C. Ciliberti & Associate | Plainview, NY | Sep 2020 - Feb 2021 | < 1 |
| Ameriprise Financial Services, Inc. | Plainview, NY | Jun 2018 - Sep 2020 | 2 |
| American Portfolios Financial Services, Inc. | Hauppauge, NY | Jan 2013 - Jun 2018 | 5 |
| Nestegg Advisors, Inc. | Hauppauage, NY | Jan 2013 - Jun 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1996 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2000 |
- NY
- TX
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Total Assets Under Management2,545MILLIONS
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Total Number of Accounts24,977ACCOUNTS
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Average Account Value$101,880
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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