AdvisorOS Directory
Claim Profile
JS

Joseph Michael Seiley

DAVIS & SEILEY WEALTH MANAGEMENT, INC.·LA MESA, California
Unclaimed Profile
5400 CONNECTICUT AVENUE, LA MESA, CA 91942CRD# 4899261Firm CRD# 155348
01

About

Joseph Michael Seiley is a registered financial advisor based in LA MESA, California, affiliated with DAVIS & SEILEY WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
DAVIS & SEILEY WEALTH MANAGEMENT, INC.
DAVIS & SEILEY WEALTH MANAGEMENT, INC.
AUM
$189M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at DAVIS & SEILEY WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4899261
Firm CRD# 155348
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LA MESA?

Browse all registered financial advisors in LA MESA, California or claim this profile if it's yours.

Browse LA MESA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Joseph Michael Seiley offer?
Joseph Michael Seiley specializes in Financial Planning, Investment Management. Contact their office in LA MESA, California for a consultation.
What are Joseph Michael Seiley's credentials?
Joseph Michael Seiley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Michael Seiley located?
Joseph Michael Seiley is based in LA MESA, California, working with DAVIS & SEILEY WEALTH MANAGEMENT, INC.. Their office serves clients in the LA MESA metropolitan area and surrounding communities.
How does Joseph Michael Seiley charge for services?
Joseph Michael Seiley's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DAVIS & SEILEY WEALTH MANAGEMENT, INC.?
DAVIS & SEILEY WEALTH MANAGEMENT, INC. has approximately 5 employees and manages $189M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in LA MESA
Paul William Botte — PETIX & BOTTE COMPANYPeter Emanuel Preovolos — ALPHA & OMEGA FINANCIAL MANAGEMENT CONSULTANTS, INC.Litsa Stella Preovolos — ALPHA & OMEGA FINANCIAL MANAGEMENT CONSULTANTS, INC.Athanasios K Preovolos — ALPHA & OMEGA FINANCIAL MANAGEMENT CONSULTANTS, INC.Vickie Linn Petix-Reichert — PETIX & BOTTE COMPANY
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile