Seabridge Wealth Management, LLC

Seabridge Wealth Management, LLC (CRD# 158398) is a financial advisory firm headquartered in Saint Petersburg, FL. They manage $116,260,000 in 28 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    116
    MILLION
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $4,152,143
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
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.

FL, NJ, TX

Financial Advisors at Seabridge Wealth Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Matthew R. Digennaro
CRD#: 2220725
One Beach Drive Se, Suite 220, Saint Petersburg, FL 33701
93
Wealthminder
score

Matthew Digennaro (CRD# 2220725) is an Investment Advisor Representative working at Seabridge Wealth Management, LLC in Saint Petersburg, FL and has over 17 years of experience in the finance industry.

2
Douglas W. Case
CRD#: 4360788
One Beach Drive Se, Suite 220, Saint Petersburg, FL 33701
90
Wealthminder
score

Douglas Case (CRD# 4360788) is an Investment Advisor Representative working at Seabridge Wealth Management, LLC in Saint Petersburg, FL and has 1 year of experience in the finance industry.

3
Set Carpintero
CRD#: 6056748
One Beach Drive Se, Suite 220, Saint Petersburg, FL 33701
87
Wealthminder
score

Set Carpintero (CRD# 6056748) is an Investment Advisor Representative working at Seabridge Wealth Management, LLC in Saint Petersburg, FL and has 1 year of experience in the finance industry.

4
Valerie C. Digennaro
CRD#: 6510521
One Beach Drive Se, Suite 220, Saint Petersburg, FL 33701
87
Wealthminder
score

Valerie Digennaro (CRD# 6510521) is an Investment Advisor Representative working at Seabridge Wealth Management, LLC in Saint Petersburg, FL and has over 2 years of experience in the finance industry.

5
Andrea N. Mullins
CRD#: 2081957
One Beach Drive Se, Suite 220, Saint Petersburg, FL 33701
87
Wealthminder
score

Andrea Mullins (CRD# 2081957) is an Investment Advisor Representative working at Seabridge Wealth Management, LLC in Saint Petersburg, FL and has over 2 years of experience in the finance industry.

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