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Scott Bruce Seidman

SEIDMAN INVESTMENT ADVISORS, LLC·NEEDHAM, Massachusetts
SEIDMAN INVESTMENT ADVISORS, LLC
100 CRESCENT ROAD, NEEDHAM, MA 02494CRD# 1247353Firm CRD# 130452

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scott Bruce Seidman · NEEDHAM, MA
Registration
CRD #1247353 · SEIDMAN INVESTMENT ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
5 disclosures on file · See FINRA BrokerCheck for full record
01

About

Scott Bruce Seidman is a registered financial advisor based in NEEDHAM, Massachusetts, affiliated with SEIDMAN INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

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03

Firm Overview

Firm
SEIDMAN INVESTMENT ADVISORS, LLC
SEIDMAN INVESTMENT ADVISORS, LLC
AUM
Regulatory assets under management
Employees
2
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1247353
Firm CRD# 130452
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Scott Bruce Seidman offer?
Scott Bruce Seidman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEEDHAM, Massachusetts for a consultation.
What are Scott Bruce Seidman's credentials?
Scott Bruce Seidman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Bruce Seidman located?
Scott Bruce Seidman is based in NEEDHAM, Massachusetts, working with SEIDMAN INVESTMENT ADVISORS, LLC. Their office serves clients in the NEEDHAM metropolitan area and surrounding communities.
How does Scott Bruce Seidman charge for services?
Scott Bruce Seidman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SEIDMAN INVESTMENT ADVISORS, LLC?
SEIDMAN INVESTMENT ADVISORS, LLC has approximately 2 employees. The firm is registered with the SEC as an investment adviser.
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