Unclaimed Profile

Joseph Michael Seiley

DAVIS & SEILEY WEALTH MANAGEMENT, INC.·LA MESA, California

SIE, Series 7, Series 66Clean record21 years registeredDAVIS & SEILEY WEALTH MANAGEMENT, INC.

5400 CONNECTICUT AVENUE, LA MESA, CA 91942CRD# 4899261Firm CRD# 155348

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joseph Michael Seiley · LA MESA, CA

Registration

CRD #4899261 · DAVIS & SEILEY WEALTH MANAGEMENT, INC. · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DAVIS & SEILEY WEALTH MANAGEMENT, INC.

HOYLECOHEN, LLC

Jan 2023 – Nov 2024

SAN DIEGO, CA

DAVIS & SEILEY WEALTH MANAGEMENT, INC.

Jan 2011 – Jan 2023

La Mesa, CA

LPL FINANCIAL LLC

Feb 2005 – Jan 2011

LA MESA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · February 25, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DAVIS & SEILEY WEALTH MANAGEMENT, INC.

CRD 155348 · SEC 801-110157

AUM

$189M

Regulatory assets under management

Employees

713 client accounts

Services offered by DAVIS & SEILEY WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DAVIS & SEILEY WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Joseph Michael Seiley offer?

Joseph Michael Seiley specializes in Financial Planning, Investment Management.

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, last registered with DAVIS & SEILEY WEALTH MANAGEMENT, INC..

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.

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