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Charles Cheney Wyman

SEAPORT WEALTH MANAGEMENT, LLC·NEW YORK, New York
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328 WEST 77TH STREET, NEW YORK, NY 10024CRD# 2249086Firm CRD# 169744
01

About

Charles Cheney Wyman is a registered financial advisor based in NEW YORK, 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
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# 2249086
Firm CRD# 169744
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Cheney Wyman offer?
Charles Cheney Wyman specializes in Investment Management, Wealth Management. Contact their office in NEW YORK, New York for a consultation.
What are Charles Cheney Wyman's credentials?
Charles Cheney Wyman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Cheney Wyman located?
Charles Cheney Wyman is based in NEW YORK, New York, working with SEAPORT WEALTH MANAGEMENT, LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Charles Cheney Wyman charge for services?
Charles Cheney Wyman'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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