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Richard Anthony Seeley

PINNEY & SCOFIELD, INC.·CAMBRIDGE, Massachusetts
Clean recordPINNEY & SCOFIELD, INC.
22 HILLIARD STREET, CAMBRIDGE, MA 02138-4922CRD# 4643930Firm CRD# 105365

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Anthony Seeley · CAMBRIDGE, MA
Registration
CRD #4643930 · PINNEY & SCOFIELD, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Richard Anthony Seeley is a registered financial advisor based in CAMBRIDGE, Massachusetts, affiliated with PINNEY & SCOFIELD, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PINNEY & SCOFIELD, INC.
PINNEY & SCOFIELD, INC.
AUM
$666M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at PINNEY & SCOFIELD, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4643930
Firm CRD# 105365
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Anthony Seeley offer?
Richard Anthony Seeley specializes in Financial Planning, Investment Management. Contact their office in CAMBRIDGE, Massachusetts for a consultation.
What are Richard Anthony Seeley's credentials?
Richard Anthony Seeley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Anthony Seeley located?
Richard Anthony Seeley is based in CAMBRIDGE, Massachusetts, working with PINNEY & SCOFIELD, INC.. Their office serves clients in the CAMBRIDGE metropolitan area and surrounding communities.
How does Richard Anthony Seeley charge for services?
Richard Anthony Seeley's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PINNEY & SCOFIELD, INC.?
PINNEY & SCOFIELD, INC. has approximately 4 employees and manages $666M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PINNEY & SCOFIELD, INC.

Dean Allyn Scofield
CAMBRIDGE, MA
John Robert Goddard
CAMBRIDGE, MA
James Charles Pinney
CAMBRIDGE, MA

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