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).

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 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
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 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 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 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 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.