Brandon
Bottari

Seabridge Investment Advisors LLC

CRD#7140948
Investment Advisor
in Summit, NJ

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About this Advisor

Brandon Bottari is a financial advisor based in Summit, New Jersey, working with Seabridge Investment Advisors LLC. Brandon has previously worked at Education/College, Blue Ocean Wealth, and Seabridge Investment Advisors. Brandon is registered to provide services in New Jersey. Currently, Brandon is part of Seabridge Investment Advisors LLC, which operates from Summit, New Jersey. The firm has 1 office and 12 employees. Seabridge Investment Advisors LLC manages $610.4 million in assets and serves both charitable organizations and high-net-worth clients. The firm offers financial planning services and portfolio management for individuals and small businesses. The fee structure at Seabridge Investment Advisors LLC includes asset-based and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

450 Springfield Ave. Suite 301
Summit, NJ 07901-2610

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Seabridge Investment Advisors LLC Brokerage Details

Total Assets Under Management

$610,404,483

NJ Average: $10,121,009,343
Total Number of Employees

12

NJ Average: 92
Total Number of Accounts

452

NJ Average: 6,978
Average Account Size

$1,350,452

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Brandon Bottari Work History

2025 - Present (0 year)

Seabridge Investment Advisors

2021 - 2024 (3 years)

Seabridge Investment Advisors

2020 - 2020 (< 1 year)

Blue Ocean Wealth

2014 - 2020 (6 years)

Education/College

Disclosures

Please visit the SEC profile of Brandon Bottari to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Seabridge Investment Advisors LLC

Nicole Goberman
Summit, NJ
Matthew Falkowski
Atlanta, GA
Brandon Bottari
Summit, NJ
Howard Chin
Summit, NJ
Christopher Hohlstein
Atlanta, GA
Adrian Morffi
Atlanta, GA
David Descalzi
Summit, NJ

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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