Seabridge Investment Advisors LLC

Seabridge Investment Advisors LLC (CRD# 108681) is a financial advisory firm headquartered in Summit, NJ. They manage $421,505,588 in 302 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    422
    MILLION
  • Total Number of Accounts
    302
    ACCOUNTS
  • Average Account Value
    $1,395,714
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

CO, FL, GA, MA, NC, NJ, NY, PA, RI, TX, WA

Financial Advisors at Seabridge Investment Advisors LLC
Showing 1 - 8 of 8 top financial advisors.
1
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 23 years of experience in the finance industry.

2
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 21 years of experience in the finance industry.

3
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.

4
Garnett L. Keith
CRD#: 1475168
1777 Northeast Expressway Ne, Suite 220, Atlanta, GA 30329

Garnett Keith (CRD# 1475168) is an Investment Advisor Representative working at Seabridge Investment Advisors LLC in Atlanta, GA and has over 25 years of experience in the finance industry.

5
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.

6
Nicole J. Goberman
CRD#: 7325839
450 Springfield Ave., Suite 301, Summit, NJ 07901

Nicole Goberman (CRD# 7325839) is an Investment Advisor Representative working at Seabridge Investment Advisors LLC in Summit, NJ and has 1 year of experience in the finance industry.

7
Christopher D. Hohlstein
CRD#: 1163271
1777 Northeast Expressway Ne, Suite 220, Atlanta, GA 30329

Christopher Hohlstein (CRD# 1163271) is an Investment Advisor Representative working at Seabridge Investment Advisors LLC in Atlanta, GA and has over 37 years of experience in the finance industry.

8
Robert J. Kolyer
CRD#: 7437547
450 Springfield Ave., Suite 301, Summit, NJ 07901

Robert Kolyer (CRD# 7437547) is an Investment Advisor Representative working at Seabridge Investment Advisors LLC in Summit, NJ and has 1 year of experience in the finance industry.

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