Seckel Capital Advisors, LLC

Seckel Capital Advisors, LLC (CRD# 168500) is a financial advisory firm headquartered in Newtown, PA. They manage $58,141,242 in 503 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    503
    ACCOUNTS
  • Average Account Value
    $115,589
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

CA, CO, FL, MA, NJ, PA, RI, TX

Financial Advisors at Seckel Capital Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Sriraman Kempe
CRD#: 2557690
642 Newtown Yardley Road, Suite 220, Newtown, PA 18940
93
Wealthminder
score

Sriraman Kempe (CRD# 2557690) is an Investment Advisor Representative working at Seckel Capital Advisors, LLC in Newtown, PA and has over 12 years of experience in the finance industry.

2
Neal P. Pollack
CRD#: 4927502
642 Newtown Yardley Road, Suite 220, Newtown, PA 18940
93
Wealthminder
score

Neal Pollack (CRD# 4927502) is an Investment Advisor Representative working at Seckel Capital Advisors, LLC in Newtown, PA and has over 6 years of experience in the finance industry.

3
Stephen D. Schmidt
CRD#: 4451342
642 Newtown Yardley Road, Suite 220, Newtown, PA 18940
93
Wealthminder
score

Stephen Schmidt (CRD# 4451342) is an Investment Advisor Representative working at Seckel Capital Advisors, LLC in Newtown, PA and has over 15 years of experience in the finance industry.

4
Ian A. Foster
CRD#: 6119064
642 Newtown Yardley Road, Suite 220, Newtown, PA 18940
90
Wealthminder
score

Ian Foster (CRD# 6119064) is an Investment Advisor Representative working at Seckel Capital Advisors, LLC in Newtown, PA and has over 4 years of experience in the finance industry.

5
Jonathan Inzero
CRD#: 6089944
642 Newtown Yardley Road, Suite 220, Newtown, PA 18940
90
Wealthminder
score

Jonathan Inzero (CRD# 6089944) is an Investment Advisor Representative working at Seckel Capital Advisors, LLC in Newtown, PA and has over 3 years of experience in the finance industry.

6
William H. Bromley
CRD#: 4881804
642 Newtown Yardley Road, Suite 220, Newtown, PA 18940
73
Wealthminder
score

William Bromley (CRD# 4881804) is an Investment Advisor Representative working at Seckel Capital Advisors, LLC in Newtown, PA and has over 11 years of experience in the finance industry.

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