Seaward Management

Seaward Management (CRD# 105058) is a financial advisory firm headquartered in Boston, MA. They manage $2,487,658,612 in 1,522 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,488
    MILLION
  • Total Number of Accounts
    1,522
    ACCOUNTS
  • Average Account Value
    $1,634,467
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Seaward Management
Showing 1 - 10 of 10 top financial advisors.
1
John G. Bratschi
CRD#: 1966087
265 Franklin Street, 20th Floor, Boston, MA 02110
100
Wealthminder
score

John Bratschi (CRD# 1966087) is an Investment Advisor Representative working at Seaward Management in Boston, MA and has over 24 years of experience in the finance industry.

2
Christopher T. Barrow
CRD#: 13635
265 Franklin Street, 20th Floor, Boston, MA 02110
96
Wealthminder
score

Christopher Barrow (CRD# 13635) is an Investment Advisor Representative working at Seaward Management in Boston, MA and has over 24 years of experience in the finance industry.

3
Thomas F. Woodhouse
CRD#: 2600569
265 Franklin Street, 20th Floor, Boston, MA 02110
96
Wealthminder
score

Thomas Woodhouse (CRD# 2600569) is an Investment Advisor Representative working at Seaward Management in Boston, MA and has over 21 years of experience in the finance industry. Thomas Woodhouse 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.

4
Catherine M. Kennedy
CRD#: 5793595
265 Franklin St, 20th Floor, Boston, MA 02110
93
Wealthminder
score

Catherine Kennedy (CRD# 5793595) is an Investment Advisor Representative working at Seaward Management in Boston, MA and has over 6 years of experience in the finance industry.

5
Kelly A. Morgan
CRD#: 1191087
265 Franklin St, 20th Floor, Boston, MA 02110
93
Wealthminder
score

Kelly Morgan (CRD# 1191087) is an Investment Advisor Representative working at Seaward Management in Boston, MA and has over 8 years of experience in the finance industry.

6
Roger D. Scoville
CRD#: 2686812
265 Franklin Street, 20th Floor, Boston, MA 02110
93
Wealthminder
score

Roger Scoville (CRD# 2686812) is an Investment Advisor Representative working at Seaward Management in Boston, MA and has over 21 years of experience in the finance industry.

7
Jeffrey J. St. Mary
CRD#: 5125730
265 Franklin St, 20th Floor, Boston, MA 02110
93
Wealthminder
score

Jeffrey St. Mary (CRD# 5125730) is an Investment Advisor Representative working at Seaward Management in Boston, MA and has over 10 years of experience in the finance industry.

8
Stephen R. Petersen
CRD#: 6286739
265 Franklin St, 20th Floor, Boston, MA 02110
90
Wealthminder
score

Stephen Petersen (CRD# 6286739) is an Investment Advisor Representative working at Seaward Management in Boston, MA and has 1 year of experience in the finance industry.

9
John R. Porter
CRD#: 6273857
265 Franklin St, 20th Floor, Boston, MA 02110
88
Wealthminder
score

John Porter (CRD# 6273857) is an Investment Advisor Representative working at Seaward Management in Boston, MA and has over 2 years of experience in the finance industry.

10
Frederick W. Schultz
CRD#: 4343561
265 Franklin St, 20th Floor, Boston, MA 02110
87
Wealthminder
score

Frederick Schultz (CRD# 4343561) is an Investment Advisor Representative working at Seaward Management in Boston, MA and has 1 year of experience in the finance industry.

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