Seia

Seia (CRD# 108163) is a financial advisory firm headquartered in Los Angeles, CA. They manage $3,849,796,729 in 8,557 accounts and serve the financial needs of clients across 31 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,850
    MILLION
  • Total Number of Accounts
    8,557
    ACCOUNTS
  • Average Account Value
    $449,900
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.

AZ, CA, CO, DC, FL, HI, ID, IL, IN, LA, MA, MD, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, PR, SC, TX, UT, VA, WA

Financial Advisors at Seia
Showing 1 - 10 of 48 top financial advisors.
1
Kathleen A. Adams
CRD#: 3266692
1815 Via El Prado, Suite 100, Redondo Beach, CA 90277
96
Wealthminder
score

Kathleen Adams (CRD# 3266692) is an Investment Advisor Representative working at Seia in Redondo Beach, CA and has over 17 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.

2
Joseph D. Dawkins
CRD#: 4723117
8607 Westwood Center Dr., Suite 300, Vienna, VA 22182
96
Wealthminder
score

Joseph Dawkins (CRD# 4723117) is an Investment Advisor Representative working at Seia in Vienna, VA and has over 9 years of experience in the finance industry. Joseph Dawkins 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
Vincent A. Dileva
CRD#: 2630819
2121 Avenue Of The Stars, Suite 1600, Los Angeles, CA 90067
96
Wealthminder
score

Vincent Dileva (CRD# 2630819) is an Investment Advisor Representative working at Seia in Los Angeles, CA and has over 20 years of experience in the finance industry. Vincent Dileva 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
Brian D. Holmes
CRD#: 1263061
2121 Avenue Of The Stars, Suite 1600, Los Angeles, CA 90067
96
Wealthminder
score

Brian Holmes (CRD# 1263061) is an Investment Advisor Representative working at Seia in Los Angeles, CA and has over 19 years of experience in the finance industry. Brian Holmes 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
David L. Johnson
CRD#: 2768523
8607 Westwood Center Dr., Suite 300, Vienna, VA 22182
96
Wealthminder
score

David Johnson (CRD# 2768523) is an Investment Advisor Representative working at Seia in Vienna, VA and has over 20 years of experience in the finance industry. David Johnson 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
John P. Keenan
CRD#: 2942010
8607 Westwood Center Drive, 3rd Floor, Vienna, VA 22182
96
Wealthminder
score

John Keenan (CRD# 2942010) is an Investment Advisor Representative working at Seia in Vienna, VA and has over 19 years of experience in the finance industry. John Keenan 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.

7
Jennifer Kim
CRD#: 2322771
2121 Avenue Of The Stars, Suite 1600, Los Angeles, CA 90067
96
Wealthminder
score

Jennifer Kim (CRD# 2322771) is an Investment Advisor Representative working at Seia in Los Angeles, CA and has over 23 years of experience in the finance industry. Jennifer Kim 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
Michael Macauley
CRD#: 5714328
2121 Avenue Of The Stars, Suite 1600, Los Angeles, CA 90067
96
Wealthminder
score

Michael Macauley (CRD# 5714328) is an Investment Advisor Representative working at Seia in Los Angeles, CA and has over 6 years of experience in the finance industry.

9
Deron T. McCoy
CRD#: 2641428
2121 Avenue Of The Stars, Suite 1600, Los Angeles, CA 90067
96
Wealthminder
score

Deron McCoy (CRD# 2641428) is an Investment Advisor Representative working at Seia in Los Angeles, CA and has over 21 years of experience in the finance industry. Deron McCoy 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.

10
Frederick C. Miller
CRD#: 1396295
2121 Avenue Of The Stars, Suite 1600, Los Angeles, CA 90067
96
Wealthminder
score

Frederick Miller (CRD# 1396295) is an Investment Advisor Representative working at Seia in Los Angeles, CA and has over 17 years of experience in the finance industry. Frederick Miller 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.

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