Sports & Entertainment Investment Advisers, LLC

Sports & Entertainment Investment Advisers, LLC (CRD# 285611) is a financial advisory firm headquartered in Montebello, NY. They manage $18,936,095 in 93 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
400 Rella Boulevard, Suite 157, Montebello, NY 10901
https://www.seinvestmentadvisers.com
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    93
    ACCOUNTS
  • Average Account Value
    $203,614
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI, NJ, NY, TX

Financial Advisors at Sports & Entertainment Investment Advisers, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Brian Heal, financial advisor Montebello NY
Brian A. Heal
CRD#: 4719085
400 Rella Boulevard, Suite 157, Montebello, NY 10901

Brian Heal (CRD# 4719085) is an Investment Advisor Representative working at Sports & Entertainment Investment Advisers, LLC in Montebello, NY and has over 19 years of experience in the finance industry.

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.

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