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David Descalzi
from Seabridge Investment Advisors LLC
David Descalzi is a financial advisor based in New Jersey, Summit,
with 24 years of experience. David currently works for
Seabridge Investment Advisors LLC.
David maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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David Descalzi works at Seabridge Investment Advisors LLC
Seabridge Investment Advisors LLC is a financial advisory firm based in Summit, New Jersey. It currently has approximately $374,626,969 of assets under management and employs about 11 people. Seabridge Investment Advisors LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
1 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
450 Springfield Ave., Suite 301, Summit, New Jersey, 7901
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