Unclaimed Profile

Scott Bruce Seidman

SEIDMAN INVESTMENT ADVISORS, LLC·NEEDHAM, Massachusetts

Series 7, Series 63, Series 6523 years registeredSEIDMAN 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 · 23 years registered

Brand Profile

Not yet started

Career History

THE RETIREMENT PLANNING COMPANY OF NEW ENGLAND, INC.

Apr 2013 – present

SEIDMAN INVESTMENT ADVISORS, LLC

Jul 2004 – Dec 2013

DOVER, MA

UBS PAINEWEBBER INC.

Sep 2002 – Oct 2002

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · September 19, 2002

Years registered · 23

Disclosure History

2004Regulatory·Final

2003Regulatory·Final

4 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

SEIDMAN INVESTMENT ADVISORS, LLC

CRD 130452 · SEC 801-66463

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by SEIDMAN INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SEIDMAN INVESTMENT ADVISORS, LLC →

Introduction

Speak with Scott

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

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

Looking for a financial advisor in NEEDHAM?

Browse all registered financial advisors in NEEDHAM, Massachusetts or claim this profile if it's yours.

Browse NEEDHAM Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →