Seabridge Investment Advisors LLC

Seabridge Investment Advisors LLC (CRD# 108681) is a financial advisory firm headquartered in Summit, NJ. They manage $442,846,517 in 271 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
450 Springfield Ave, Suite 301, Summit, NJ 07901
https://www.linkedin.com/company/seabridge-investment-advisors
By the Numbers
  • Total Assets Under Management
    443
    MILLION
  • Total Number of Accounts
    271
    ACCOUNTS
  • Average Account Value
    $1,634,120
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, GA, MA, NC, NJ, NY, PA, TX, WA

Financial Advisors at Seabridge Investment Advisors LLC
Showing 1 - 6 of 6 top financial advisors.
1
Susan Boyd, financial advisor Summit NJ
Susan E. Boyd
CRD#: 4357905
450 Springfield Avenue, Suite 301, Summit, NJ 07901

Susan Boyd (CRD# 4357905) is an Investment Advisor Representative working at Seabridge Investment Advisors LLC in Summit, NJ and has 1 year of experience in the finance industry.

2
Howard Chin, financial advisor Summit NJ
Howard Chin
CRD#: 3023685
450 Springfield Ave, Suite 301, Summit, NJ 07901

Howard Chin (CRD# 3023685) is an Investment Advisor Representative working at Seabridge Investment Advisors LLC in Summit, NJ and has over 22 years of experience in the finance industry.

3
John Conti, financial advisor Summit NJ
John C. Conti
CRD#: 1499907
450 Springfield Avenue, Suite 301, Summit, NJ 07901

John Conti (CRD# 1499907) is an Investment Advisor Representative working at Seabridge Investment Advisors LLC in Summit, NJ and has over 30 years of experience in the finance industry.

4
David Descalzi, financial advisor Summit NJ
David C. Descalzi
CRD#: 1298204
450 Springfield Avenue, Suite 301, Summit, NJ 07901

David Descalzi (CRD# 1298204) is an Investment Advisor Representative working at Seabridge Investment Advisors LLC in Summit, NJ and has over 19 years of experience in the finance industry.

5
Matthew Falkowski, financial advisor Atlanta GA
Matthew R. Falkowski
CRD#: 5450079
1777 Northeast Expressway Ne, Suite 220, Atlanta, GA 30329

Matthew Falkowski (CRD# 5450079) is an Investment Advisor Representative working at Seabridge Investment Advisors LLC in Atlanta, GA and has 1 year of experience in the finance industry.

6
Adrian Morffi, financial advisor Atlanta GA
Adrian B. Morffi
CRD#: 6747953
1777 Northeast Expressway, Ne, Suite 220, Atlanta, GA 30329

Adrian Morffi (CRD# 6747953) is an Investment Advisor Representative working at Seabridge Investment Advisors LLC in Atlanta, GA and has 1 year of experience in the finance industry. Adrian Morffi 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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