Unclaimed Profile

Valerie Clark Digennaro

SEABRIDGE WEALTH MANAGEMENT, LLC·ST. PETERSBURG, Florida

Series 65Clean record11 years registeredSEABRIDGE WEALTH MANAGEMENT, LLC

ONE BEACH DRIVE SE, ST. PETERSBURG, FL 33701CRD# 6510521Firm CRD# 158398

Profile Verification

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

Identity

Valerie Clark Digennaro · ST. PETERSBURG, FL

Registration

CRD #6510521 · 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 – Apr 2026

St Petersburg, FL

SWM ADVISORS

Jul 2015 – Dec 2022

ST. PETERSBURG, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 9, 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

Speak with Valerie

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Valerie is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ST. PETERSBURG?

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

Browse ST. PETERSBURG Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Valerie Clark Digennaro offer?

Valerie Clark Digennaro specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

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, last registered with SEABRIDGE WEALTH MANAGEMENT, LLC.

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →