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Theodore Paul Weisberg

SEAPORT WEALTH MANAGEMENT, LLC·60 BROAD STREET, New York
Clean recordSEAPORT 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Theodore Paul Weisberg is a registered financial advisor based in 60 BROAD STREET, New York, affiliated with SEAPORT WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
SEAPORT WEALTH MANAGEMENT, LLC
SEAPORT INVESTMENT MANAGEMENT
AUM
$28M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at SEAPORT WEALTH MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1485848
Firm CRD# 169744
View on FINRA BrokerCheck →

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05

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
Kathy Ellen Walker
NEW YORK, NY
Theodore Paul Weisberg
60 BROAD STREET, NY

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