Claim Profile
RS

Richard Bascom Seidel

LIBERTY PRIVATE CLIENT, LLC·FORT MYERS, Florida
Unclaimed Profile
5237 SUMMERLIN COMMONS BLVD, FORT MYERS, FL 33907CRD# 1232224Firm CRD# 305130
01

About

Richard Bascom Seidel is a registered financial advisor based in FORT MYERS, Florida, affiliated with LIBERTY PRIVATE CLIENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
LIBERTY PRIVATE CLIENT, LLC
LIBERTY PRIVATE CLIENT, LLC
AUM
$220M
Regulatory assets under management
Employees
4
Total firm employees
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1232224
Firm CRD# 305130
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in FORT MYERS?

Browse all registered financial advisors in FORT MYERS, Florida or claim this profile if it's yours.

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 Richard Bascom Seidel offer?
Richard Bascom Seidel specializes in Investment Management, Fee-Only Advisory. Contact their office in FORT MYERS, Florida for a consultation.
What are Richard Bascom Seidel's credentials?
Richard Bascom Seidel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Bascom Seidel located?
Richard Bascom Seidel is based in FORT MYERS, Florida, working with LIBERTY PRIVATE CLIENT, LLC. Their office serves clients in the FORT MYERS metropolitan area and surrounding communities.
How does Richard Bascom Seidel charge for services?
Richard Bascom Seidel's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LIBERTY PRIVATE CLIENT, LLC?
LIBERTY PRIVATE CLIENT, LLC has approximately 4 employees and manages $220M 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 →
Browse by specialty