Seix Investment Advisors LLC

Seix Investment Advisors LLC (CRD# 146029) is a financial advisory firm headquartered in Park Ridge, NJ. They manage $25,701,081,034 in 190 accounts and serve the financial needs of clients across 50 states (or territories).

Current Firm Details
One Maynard Drive, Suite 3200, Park Ridge, NJ 07656
http://www.ridgeworth.com
By the Numbers
  • Total Assets Under Management
    25,701
    MILLION
  • Total Number of Accounts
    190
    ACCOUNTS
  • Average Account Value
    $135,268,848
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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, RI, SC, SD, TN, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Seix Investment Advisors LLC
Showing 1 - 10 of 12 top financial advisors.
1
Christopher Degaetano, financial advisor Park Ridge NJ
Christopher Degaetano
CRD#: 6122045
One Maynard Drive, Suite 3200, Park Ridge, NJ 07656
97
Wealthminder
score

Christopher Degaetano (CRD# 6122045) is an Investment Advisor Representative working at Seix Investment Advisors LLC in Park Ridge, NJ and has over 5 years of experience in the finance industry.

2
James Boothby, financial advisor Park Ridge NJ
James H. Boothby
CRD#: 4729807
One Maynard Drive, Suite 3200, Park Ridge, NJ 07656
93
Wealthminder
score

James Boothby (CRD# 4729807) is an Investment Advisor Representative working at Seix Investment Advisors LLC in Park Ridge, NJ and has over 12 years of experience in the finance industry.

3
Lisa Di Donato, financial advisor Park Ridge NJ
Lisa M. Di Donato
CRD#: 1505501
One Maynard Drive, Suite 3200, Park Ridge, NJ 07656
93
Wealthminder
score

Lisa Di Donato (CRD# 1505501) is an Investment Advisor Representative working at Seix Investment Advisors LLC in Park Ridge, NJ and has over 13 years of experience in the finance industry.

4
Michelle Gallo, financial advisor Park Ridge NJ
Michelle Gallo
CRD#: 2214280
One Maynard Drive, Suite 3200, Park Ridge, NJ 07656
93
Wealthminder
score

Michelle Gallo (CRD# 2214280) is an Investment Advisor Representative working at Seix Investment Advisors LLC in Park Ridge, NJ and has over 25 years of experience in the finance industry.

5
Sarita Jairath, financial advisor Park Ridge NJ
Sarita N. Jairath
CRD#: 4572614
One Maynard Drive, Suite 3200, Park Ridge, NJ 07656
93
Wealthminder
score

Sarita Jairath (CRD# 4572614) is an Investment Advisor Representative working at Seix Investment Advisors LLC in Park Ridge, NJ and has over 13 years of experience in the finance industry.

6
Ronald Oswick, financial advisor Park Ridge NJ
Ronald L. Oswick
CRD#: 2716079
One Maynard Drive, Suite 3200, Park Ridge, NJ 07656
93
Wealthminder
score

Ronald Oswick (CRD# 2716079) is an Investment Advisor Representative working at Seix Investment Advisors LLC in Park Ridge, NJ and has over 13 years of experience in the finance industry.

7
Ellen Welsh, financial advisor Park Ridge NJ
Ellen P. Welsh
CRD#: 1792413
One Maynard Drive, Suite 3200, Park Ridge, NJ 07656
93
Wealthminder
score

Ellen Welsh (CRD# 1792413) is an Investment Advisor Representative working at Seix Investment Advisors LLC in Park Ridge, NJ and has over 4 years of experience in the finance industry.

8
Michael Sebesta, financial advisor Atlanta GA
Michael G. Sebesta
CRD#: 2315984
3333 Piedmont Road, Suite 1500, Atlanta, GA 30305
92
Wealthminder
score

Michael Sebesta (CRD# 2315984) is an Investment Advisor Representative working at Seix Investment Advisors LLC in Atlanta, GA and has over 4 years of experience in the finance industry.

9
John Haugh, financial advisor Park Ridge NJ
John A. Haugh
CRD#: 5096989
One Maynard Drive, Suite 3200, Park Ridge, NJ 07656
90
Wealthminder
score

John Haugh (CRD# 5096989) is an Investment Advisor Representative working at Seix Investment Advisors LLC in Park Ridge, NJ and has over 2 years of experience in the finance industry.

10
Kimberly Maichle, financial advisor Atlanta GA
Kimberly C. Maichle
CRD#: 6367698
3333 Piedmont Road Ne, Suite 1500, Atlanta, GA 30305
90
Wealthminder
score

Kimberly Maichle (CRD# 6367698) is an Investment Advisor Representative working at Seix Investment Advisors LLC in Atlanta, GA and has over 2 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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