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Richard Thomas Seeger

R. SEEGER WEALTH MANAGEMENT, LTD·LINDENHURST, New York
Series 7, Series 63, Series 66Clean record5 years registeredR. SEEGER WEALTH MANAGEMENT, LTD
138 S 1ST STREET, LINDENHURST, NY 11757CRD# 2804740Firm CRD# 152258

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Thomas Seeger · LINDENHURST, NY
Registration
CRD #2804740 · R. SEEGER WEALTH MANAGEMENT, LTD · 5 years registered
Brand Profile
Not yet started
01

Career History

R. SEEGER WEALTH MANAGEMENT, LTD
Aug 2021 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 66
Registration record
First registered · August 9, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
R. SEEGER WEALTH MANAGEMENT, LTD
CRD 152258 · SEC 801-121764
AUM
$57M
Regulatory assets under management
Employees
1
62 client accounts
Services offered by R. SEEGER WEALTH MANAGEMENT, LTD
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at R. SEEGER WEALTH MANAGEMENT, LTD →
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05

Frequently Asked Questions

What services does Richard Thomas Seeger offer?
Richard Thomas Seeger specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in LINDENHURST, New York for a consultation.
What are Richard Thomas Seeger's credentials?
Richard Thomas Seeger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Thomas Seeger located?
Richard Thomas Seeger is based in LINDENHURST, New York, working with R. SEEGER WEALTH MANAGEMENT, LTD. Their office serves clients in the LINDENHURST metropolitan area and surrounding communities.
How does Richard Thomas Seeger charge for services?
Richard Thomas Seeger's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is R. SEEGER WEALTH MANAGEMENT, LTD?
R. SEEGER WEALTH MANAGEMENT, LTD has approximately 1 employees and manages $57M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
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