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Valerie Clark Digennaro

SEABRIDGE WEALTH MANAGEMENT, LLC·ST. PETERSBURG, Florida
Unclaimed Profile
ONE BEACH DRIVE SE, ST. PETERSBURG, FL 33701CRD# 6510521Firm CRD# 158398
01

About

Valerie Clark Digennaro is a registered financial advisor based in ST. PETERSBURG, Florida, affiliated with SEABRIDGE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
SEABRIDGE WEALTH MANAGEMENT, LLC
SWM ADVISORS
AUM
$639M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at SEABRIDGE WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6510521
Firm CRD# 158398
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Valerie Clark Digennaro offer?
Valerie Clark Digennaro specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ST. PETERSBURG, Florida for a consultation.
What are Valerie Clark Digennaro's credentials?
Valerie Clark Digennaro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Valerie Clark Digennaro located?
Valerie Clark 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 Valerie Clark Digennaro charge for services?
Valerie Clark 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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Other advisors in ST. PETERSBURG
Darian Woods Johnson — TCWP LLCDavid Jonathan Wages — MORGAN KEEGAN FUND MANAGEMENT, INC.Michael Glenn Willis — ONEFUND, LLCSteven Todd Johnson — ONEFUND, LLCRichard John Razook — RCH CAPITAL, LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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