Seia

Seia (CRD# 108163) is a financial advisory firm headquartered in Los Angeles, CA. They manage $8,235,801,168 in 12,905 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    8,236
    MILLION
  • Total Number of Accounts
    12,905
    ACCOUNTS
  • Average Account Value
    $638,187
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
  • Selection of other advisers (including private fund managers)
  • 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.

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, WY

Financial Advisors at Seia
Showing 1 - 10 of 83 top financial advisors.
1
Hampton C. Adams
CRD#: 1860368
2010 Main St., Suite 220, Irvine, CA 92614

Hampton Adams (CRD# 1860368) is an Investment Advisor Representative working at Seia in Irvine, CA and has over 12 years of experience in the finance industry.

2
Kathleen A. Adams
CRD#: 3266692
1815 Via El Prado, Suite 100, Redondo Beach, CA 90277

Kathleen Adams (CRD# 3266692) is an Investment Advisor Representative working at Seia in Redondo Beach, CA and has over 21 years of experience in the finance industry. Kathleen Adams 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.

3
Dana N. Aude
CRD#: 2167711
2121 Avenue Of The Stars, Suite 1600, Los Angeles, CA 90067

Dana Aude (CRD# 2167711) is an Investment Advisor Representative working at Seia in Los Angeles, CA and has over 24 years of experience in the finance industry.

4
Chad E. Bates
CRD#: 4693677
2121 Avenue Of The Stars, Suite 1600, Los Angeles, CA 90067

Chad Bates (CRD# 4693677) is an Investment Advisor Representative working at Seia in Los Angeles, CA and has over 17 years of experience in the finance industry. Chad Bates 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.

5
Suzanne F. Bottoms
CRD#: 2965299
1650 Tysons Blvd., Suite 1575, Tysons Corner, VA 22102

Suzanne Bottoms (CRD# 2965299) is an Investment Advisor Representative working at Seia in Tysons Corner, VA and has over 19 years of experience in the finance industry.

6
James M. Bray
CRD#: 4786682
610 Newport Center Dr., Suite 300, Newport Beach, CA 92660

James Bray (CRD# 4786682) is an Investment Advisor Representative working at Seia in Newport Beach, CA and has over 16 years of experience in the finance industry.

7
Jesse J. Brown
CRD#: 5443279
1700 Post Oak Blvd, Suite 600, Houston, TX 77056

Jesse Brown (CRD# 5443279) is an Investment Advisor Representative working at Seia in Houston, TX and has over 12 years of experience in the finance industry. Jesse Brown 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.

8
Cole G. Brownell
CRD#: 6645548
2121 Avenue Of The Stars, Suite 1600, Los Angeles, CA 90067

Cole Brownell (CRD# 6645548) is an Investment Advisor Representative working at Seia in Los Angeles, CA and has over 2 years of experience in the finance industry. Cole Brownell 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.

9
Gabriella H. Cajina
CRD#: 6729864
1650 Tysons Bl. Suite 1575, Tysons Corner, VA 22102

Gabriella Cajina (CRD# 6729864) is an Investment Advisor Representative working at Seia in Tysons Corner, VA and has over 3 years of experience in the finance industry.

10
Howard H. Chen
CRD#: 5689237
2121 Avenue Of The Stars, Suite 1600, Los Angeles, CA 90067

Howard Chen (CRD# 5689237) is an Investment Advisor Representative working at Seia in Los Angeles, CA and has over 7 years of experience in the finance industry.

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