Seabridge Investment Advisors LLC

Seabridge Investment Advisors LLC (CRD# 108681) is a financial advisory firm headquartered in Summit, NJ. They manage $643,154,526 in 349 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    643
    MILLION
  • Total Number of Accounts
    349
    ACCOUNTS
  • Average Account Value
    $1,842,850
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 - 7 of 7 top financial advisors.
1
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 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 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 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 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
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.

7
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.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.