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Theodore Paul Weisberg

SEAPORT WEALTH MANAGEMENT, LLC·60 BROAD STREET, New York
SIE, Series 4, Series 24, Series 27, Series 52TO, Series 53, Series 63, Series 65, Series 99TOClean record4 years registeredSEAPORT WEALTH MANAGEMENT, LLC
60 BROAD STREET, 60 BROAD STREET, NY 10004CRD# 1485848Firm CRD# 169744

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Theodore Paul Weisberg · 60 BROAD STREET, NY
Registration
CRD #1485848 · SEAPORT WEALTH MANAGEMENT, LLC · 4 years registered
Brand Profile
Not yet started
01

Career History

SEAPORT ASSET MANAGEMENT, LLC
Feb 2023 – present
SEAPORT ASSET MANAGEMENT, LLC
Mar 2022 – Dec 2022
NEW YORK CITY, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 24
Series 27
Series 52TO
Series 53
Series 63
Series 65
Series 99TO
Registration record
First registered · March 31, 2022
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SEAPORT WEALTH MANAGEMENT, LLC
CRD 169744 · SEC 801-78901
AUM
$28M
Regulatory assets under management
Employees
3
2 client accounts
Services offered by SEAPORT WEALTH MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at SEAPORT WEALTH MANAGEMENT, LLC →
Introduction

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Frequently Asked Questions

What services does Theodore Paul Weisberg offer?
Theodore Paul Weisberg specializes in Investment Management, Wealth Management. Contact their office in 60 BROAD STREET, New York for a consultation.
What are Theodore Paul Weisberg's credentials?
Theodore Paul Weisberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Theodore Paul Weisberg located?
Theodore Paul Weisberg is based in 60 BROAD STREET, New York, working with SEAPORT WEALTH MANAGEMENT, LLC. Their office serves clients in the 60 BROAD STREET metropolitan area and surrounding communities.
How does Theodore Paul Weisberg charge for services?
Theodore Paul Weisberg'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 SEAPORT WEALTH MANAGEMENT, LLC?
SEAPORT WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $28M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SEAPORT WEALTH MANAGEMENT, LLC

Charles Cheney Wyman
NEW YORK, NY
Benjamin Trosky
NEW YORK, NY
Debbie Sue Zoldan
NEW YORK, NY

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