Unclaimed Profile

Andrea Nolan Mullins

SEABRIDGE WEALTH MANAGEMENT, LLC·ST. PETERSBURG, Florida

Series 7, Series 65Clean record11 years registeredSEABRIDGE WEALTH MANAGEMENT, LLC

ONE BEACH DRIVE SE, ST. PETERSBURG, FL 33701CRD# 2081957Firm CRD# 158398

Profile Verification

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

Identity

Andrea Nolan Mullins · ST. PETERSBURG, FL

Registration

CRD #2081957 · SEABRIDGE WEALTH MANAGEMENT, LLC · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SEABRIDGE WEALTH MANAGEMENT, LLC

WORLD INVESTMENT ADVISORS, LLC

Sep 2022 – Oct 2025

St. Petersburg, FL

SWM ADVISORS

Jul 2015 – Dec 2022

ST. PETERSBURG, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Registration record

First registered · July 1, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SEABRIDGE WEALTH MANAGEMENT, LLC

CRD 158398 · SEC 801-107105

AUM

$639M

Regulatory assets under management

Employees

67 client accounts

Services offered by SEABRIDGE WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SEABRIDGE WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Andrea Nolan Mullins offer?

Andrea Nolan Mullins specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Andrea Nolan Mullins's credentials?

Andrea Nolan Mullins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrea Nolan Mullins located?

Andrea Nolan Mullins is based in ST. PETERSBURG, Florida, last registered with SEABRIDGE WEALTH MANAGEMENT, LLC.

How does Andrea Nolan Mullins charge for services?

Andrea Nolan Mullins'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 SEABRIDGE WEALTH MANAGEMENT, LLC?

SEABRIDGE WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $639M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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