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).

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
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 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 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 14 years of experience in the finance industry.

4
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 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 14 years of experience in the finance industry.

6
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 14 years of experience in the finance industry.

7
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 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 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 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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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.