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Charles Cheney Wyman

SEAPORT WEALTH MANAGEMENT, LLC·NEW YORK, New York
SIE, Series 3, Series 7, Series 16, Series 24, Series 63, Series 86, Series 87Clean recordSEAPORT WEALTH MANAGEMENT, LLC
328 WEST 77TH STREET, NEW YORK, NY 10024CRD# 2249086Firm CRD# 169744

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Cheney Wyman · NEW YORK, NY
Registration
CRD #2249086 · SEAPORT WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 16
Series 24
Series 63
Series 86
Series 87
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

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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04

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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Other Advisors at SEAPORT WEALTH MANAGEMENT, LLC

Theodore Paul Weisberg
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Benjamin Trosky
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Debbie Sue Zoldan
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