SEAPORT WEALTH MANAGEMENT, LLC

SEAPORT INVESTMENT MANAGEMENT
NEW YORK, New York·6 registered advisors·CRD# 169744
SEC# 801-789011212-877-2330
01

Firm Overview

AUM
$28M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at SEAPORT WEALTH MANAGEMENT, LLC

6 registered advisors
Benjamin Trosky
NEW YORK, New York
Charles Cheney Wyman
NEW YORK, New York
Debbie Sue Zoldan
NEW YORK, New York
Kathy Ellen Walker
NEW YORK, New York
Theodore Paul Weisberg
60 BROAD STREET, New York
Theodore Paul Weisberg
60 BROAD STREET, New York
05

Office Locations

NEW YORK, New York
4 advisors
60 BROAD STREET, New York
2 advisors

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Data sourced from SEC Form ADV filings. SEAPORT WEALTH MANAGEMENT, LLC (CRD# 169744) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.