Scott Seidman
CRD Number: 1247353Current Firm: The Retirement Planning Company Of New England, Inc.
Scott Seidman (CRD# 1247353) is an Investment Advisor Representative working at The Retirement Planning Company Of New England, Inc. in Warwick, RI and has over 39 years of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Retirement Planning Co Of Ne | Wariwick, RI | Mar 2013 - Current | 11 |
| Seidman Investment Advisors, LLC | Needham, MA | Jan 2004 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1984 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2004 |
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- RI
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Total Assets Under Management279MILLIONS
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Total Number of Accounts1,248ACCOUNTS
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Average Account Value$223,424
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CO, CT, FL, MA, NC, NH, RI, TX, VT
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