Unclaimed Profile

Matthew Richard Digennaro

SEABRIDGE WEALTH MANAGEMENT, LLC·ST. PETERSBURG, Florida

Series 7, Series 24, Series 63, Series 65Clean record15 years registeredSEABRIDGE WEALTH MANAGEMENT, LLC

ONE BEACH DRIVE SE, ST. PETERSBURG, FL 33701CRD# 2220725Firm CRD# 158398

Profile Verification

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

Identity

Matthew Richard Digennaro · ST. PETERSBURG, FL

Registration

CRD #2220725 · SEABRIDGE WEALTH MANAGEMENT, LLC · 15 years registered

Brand Profile

Not yet started

Career History

WORLD INVESTMENT ADVISORS, LLC

Sep 2022 – present

SWM ADVISORS

Aug 2011 – Dec 2022

ST. PETERSBURG, FL

SWM ADVISORS

Aug 2011 – Dec 2020

ST. PETERSBURG, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · August 8, 2011

Years registered · 15

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 Matthew Richard Digennaro offer?

Matthew Richard Digennaro specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ST. PETERSBURG, Florida for a consultation.

What are Matthew Richard Digennaro's credentials?

Matthew Richard Digennaro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Richard Digennaro located?

Matthew Richard Digennaro is based in ST. PETERSBURG, Florida, working with SEABRIDGE WEALTH MANAGEMENT, LLC. Their office serves clients in the ST. PETERSBURG metropolitan area and surrounding communities.

How does Matthew Richard Digennaro charge for services?

Matthew Richard Digennaro'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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