Howard
Chin

Seabridge Investment Advisors LLC

CRD#3023685
Investment Advisor
in Summit, NJ

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About this Advisor

Howard Chin is a chartered financial analyst who works in Summit, New Jersey with a total of 9 years of relevant experience. Chin currently works for Seabridge Investment Advisors LLC. They have spent all of their time as a financial advisor at Seabridge Investment Advisors Llc. Chin holds a Series 63 license, designating them as a securities agent, and can serve investors in Massachusetts, New Jersey and Texas. Seabridge Investment Advisors LLC is a company that has its headquarters in Summit, NJ. The investment advisory business has a total of 11 financial advisors. It has $375 million in assets across its 317 client accounts, placing it among the larger financial advisory firms in the nation by assets under management. The firm advises four charities and foundations. Of its 317 client accounts, 79% are held by high-net-worth individuals who have at least $1 million in investable assets. Seabridge Investment Advisors LLC offers a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial management usually depend on which services the firm provides the client. However, fees billed by Seabridge Investment Advisors LLC may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

9 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 Ave. Suite 301
Summit, NJ 07901-2610

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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

Howard Chin Work History

Howard has been registered as a financial advisor for 9 years.*

2012 - Present (12 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 Howard Chin 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
Matthew Falkowski
Atlanta, GA
Christopher Hohlstein
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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