Seabridge Investment Advisors LLC

Seabridge Investment Advisors LLC (CRD# 108681) is a financial advisory firm headquartered in Summit, NJ. They manage $621,898,156 in 309 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
450 Springfield Ave, Suite 301, Summit, NJ 07901
http://www.seabridge.com
By the Numbers
  • Total Assets Under Management
    622
    MILLION
  • Total Number of Accounts
    309
    ACCOUNTS
  • Average Account Value
    $2,012,615
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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 - 8 of 8 top financial advisors.
1
Howard Chin, financial advisor Summit NJ
Howard Chin
CRD#: 3023685
450 Springfield Ave, Suite 301, Summit, NJ 07901
96
Wealthminder
score

Howard Chin (CRD# 3023685) 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.

2
John Conti, financial advisor Summit NJ
John C. Conti
CRD#: 1499907
450 Springfield Avenue, Suite 301, Summit, NJ 07901
93
Wealthminder
score

John Conti (CRD# 1499907) is an Investment Advisor Representative working at Seabridge Investment Advisors LLC in Summit, NJ and has over 27 years of experience in the finance industry.

3
David Descalzi, financial advisor Summit NJ
David C. Descalzi
CRD#: 1298204
450 Springfield Avenue, Suite 301, Summit, NJ 07901
93
Wealthminder
score

David Descalzi (CRD# 1298204) is an Investment Advisor Representative working at Seabridge Investment Advisors LLC in Summit, NJ and has over 17 years of experience in the finance industry.

4
Robert Henebry, financial advisor Decatur GA
Robert S. Henebry
CRD#: 5539710
Decatur, GA
93
Wealthminder
score

Robert Henebry (CRD# 5539710) is an Investment Advisor Representative working at Seabridge Investment Advisors LLC in Decatur, GA and has over 9 years of experience in the finance industry.

5
Susan Boyd, financial advisor Summit NJ
Susan E. Boyd
CRD#: 4357905
450 Springfield Avenue, Suite 301, Summit, NJ 07901
90
Wealthminder
score

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.

6
Adrian Morffi, financial advisor Summit NJ
Adrian B. Morffi
CRD#: 6747953
450 Springfield Ave, Suite 301, Summit, NJ 07901
90
Wealthminder
score

Adrian Morffi (CRD# 6747953) is an Investment Advisor Representative working at Seabridge Investment Advisors LLC in Summit, NJ 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.

7
Swinton Burkhalter, financial advisor Decatur GA
Swinton B. Burkhalter
CRD#: 724209
Decatur, GA
83
Wealthminder
score

Swinton Burkhalter (CRD# 724209) is an Investment Advisor Representative working at Seabridge Investment Advisors LLC in Decatur, GA and has over 10 years of experience in the finance industry.

8
Garnett Keith, financial advisor Summit NJ
Garnett L. Keith
CRD#: 1475168
450 Springfield Avenue, Suite 301, Summit, NJ 07901
76
Wealthminder
score

Garnett Keith (CRD# 1475168) is an Investment Advisor Representative working at Seabridge Investment Advisors LLC in Summit, NJ and has over 21 years of experience in the finance industry.

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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