David
Descalzi

Seabridge Investment Advisors LLC

CRD#1298204
Investment Advisor
in Summit, NJ

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About this Advisor

David Descalzi is a financial advisor working in Summit, New Jersey with a total of 20 years of relevant experience. Descalzi is an employee of Seabridge Investment Advisors LLC. They have been with Seabridge Investment Advisors Llc for the entirety of their career. Descalzi has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Florida, Georgia, New Jersey and Texas. Seabridge Investment Advisors LLC is an advisory firm that has its headquarters in Summit, NJ. The company has a total of 11 people on staff. It manages $375 million in total assets across its 317 client accounts, making it one of the bigger investment advisory firms in the United States by assets under management. The firm advises four charitable organizations. Of its 317 accounts, 79% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Seabridge Investment Advisors LLC offers a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fees largely vary depending on the services. However, fee types billed by Seabridge Investment Advisors LLC may include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

20 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

450 Springfield Avenue Suite 301
Summit, NJ 07901

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Seabridge Investment Advisors LLC Brokerage Details

Total Assets Under Management

$374,626,969

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

11

NJ Average: 92
Total Number of Accounts

317

NJ Average: 6,978
Average Account Size

$1,181,789

NJ Average: $1,450,417

Investment Advisory Services

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

David Descalzi Work History

David has been registered as a financial advisor for 20 years.*

2002 - Present (22 years)

Seabridge Investment Advisors

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of David Descalzi 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

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

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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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