Richard
Seidel
Liberty Private Client, LLC
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About this Advisor
Richard Seidel is a financial advisor operating out of Wayne, Pennsylvania with a total of 3 years of industry experience. Seidel is on the advisory team at Liberty Private Client, LLC. Their career trajectory has included roles at Girard Partners LTD, Chartwell Tsc Securities Corp, Rb Seidel & Associates, LLC, Girard Private Investment Group, LLC, Girard Capital, LLC and Liberty Private Client LLC. Seidel maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida and Pennsylvania. Liberty Private Client, LLC is a registered investment firm that has its headquarters in Fort Myers, FL. The company has a total of six employees. It administers $199 million in assets among its 288 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 288 accounts, 39% belong to high-net-worth individuals who have more than $1 million in investable assets. The firm provides portfolio management for individuals and small businesses. Financial advisory fees usually are based on which service is offered. However, fee types billed by Liberty Private Client, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Liberty Private Client, LLC Brokerage Details
$198,651,111
6
288
$689,761
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Richard Seidel Work History
Richard has been registered as a financial advisor for 3 years.*
Liberty Private Client LLC
Chartwell Tsc Securities Corp
Rb Seidel & Associates, LLC
Girard Private Investment Group, LLC
Girard Capital, LLC
Girard Partners LTD
*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 Richard Seidel 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 Liberty Private Client, LLC
Fort Myers, FL
Wayne, PA
Wayne, PA
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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